Rogue Russell Investments provides investment advice and creates financial plans for clients. They work with clients to understand their goals, risk tolerance, and objectives to create a suitable portfolio. The firm offers financial planning services covering investment planning, retirement, estate, education, and insurance planning, among other areas. Clients can make suggestions regarding their portfolio, but restrictions that are not in their best interest cannot be honored.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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