Russell Capital Management (RCM) offers investment advice and portfolio management to individuals, high net worth individuals, pension plans, retirement plan participants, charitable organizations, and corporations. RCM manages investments based on individual client needs and risk tolerance. They offer individual portfolio management and model portfolio management (Select Account and Advanced Strategies Account). RCM also provides consulting services on a one-off basis for estate planning, retirement planning, and other investment-related items.
Assets Under Management$250M
Clients287
Advisors4
Avg. per Client$880K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fee schedule is for equities. Fixed income schedule is: $0 - $2,000,000: 0.75%, $2,000,001 and above: 0.65%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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