Advisor at Russo Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Russo Investment Management
Location
Cincinnati, OH
Credentials
PFS™, Series 63, Series 65
Industry experience
19 years
Bruce Russo is the principal of Russo Investment Management in Cincinnati, OH, with 19 years of experience in financial advising. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Russo has a long tenure at The Kroger Co., where he has worked since 1995. Russo Investment Management serves individual and high-net-worth clients by providing asset management, financial planning, and integrated tax preparation services. The firm follows a Modern Portfolio Theory-based investment approach, emphasizing long-term asset allocation using primarily no-load and index mutual funds, and operates as a CPA practice that combines tax planning directly with its advisory services.
Based on Russo Investment Management
$0 - $160,000: $160,000 - $3,500,000: 0.75% annually $3,500,000+: 0.5% on amount over $3,500,000 annually
$250 per hour for one-time investment advice, financial planning, and tax preparation
Account minimum: $160,000 Minimum fee: $300 per quarter minimum charge Fee-only: 0.75% annually (tiered structure), minimum $300 per quarter; hourly fees for financial planning and tax preparation at $250/hour
Cincinnati, OH
Ohio
The Kroger Co.
1995 - Present (31 years)
Bruce Edward Russo
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Cincinnati, OH
J1 Capital LLC
CFP®
Edgewood, KY
Hannegan Wealth Management, LLC
CFA®, Series 63, Series 65
Cincinnati, OH
Virgil Wealth Advisory
ChFC®, Series 63
Cincinnati, OH
Schmerge Executive Planning Services, Inc.
CFA®, Series 63
Cincinnati, OH
Ten Talents Asset Management
CFP®, Series 66
Cincinnati, OH
Phase Line Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")