Kerri Russ
Advisor at Bellingham Capital
Updated today
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.
Client services
Financial planning
Portfolio management
Fee options
$0 - $100,000: 1.50% $100,000.01 - $250,000: 1.25% $250,000.01 - $1,000,000: 1.00% $1,000,000.01+: 0.75%
Financial planning and consulting at $275 per hour, billed in quarter-hour increments
Account minimum: May apply minimum account balances (exact amount not specified) Fee-only: Financial planning and consulting fees at $275 per hour, billed in quarter-hour increments, negotiable based on complexity
Work history
Bellingham Capital Management, Inc.
2024 - Present (2 years)
Bellingham Capital Management, Inc
2016 - 2024 (8 years)
Level 5 Business Services
2009 - 2016 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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