Advisor at Accuvest Global Advisors, Inc.
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Firm
Accuvest Global Advisors, Inc.
Location
Provo, UT 84604
Credentials
Series 66
Industry experience
2 years
Max Russo is a financial advisor at Accuvest Global Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services and Goldman Sachs. Outside of finance, he has experience in the music industry with Riverton Music. Accuvest Global Advisors serves a diverse client base including high-net-worth individuals, trusts, pension plans, and investment funds. The firm offers tailored portfolio management using fundamental and technical analysis, employing a variety of strategies across multiple asset classes with continuous account supervision.
Based on Accuvest Global Advisors, Inc.
Based on Accuvest Global Advisors, Inc.
Consulting fees generally have a minimum fee of $25,000 per engagement; research fees are charged on an annual flat fee basis, negotiable case-by-case.
$0 - $1,000,000: 1.50% $1,000,000 - $2,500,000: 1.25% $2,500,000 - $5,000,000: 1.00% $5,000,000+: Negotiable $0 - $1,000,000: 2.00% $1,000,000+: Negotiable
Performance fees charged quarterly, capped so total fees do not exceed 3.0% of AUM per annum, applicable only to qualified clients with at least $1,000,000 under management or $2,000,000 net worth; currently no clients with performance fees.
Consulting fees may be charged as one-time or annual retainer fees; research fees charged on an annual flat fee basis.
3575 N. 100 E., Suite 350
Provo, UT 84604
Utah
Accuvest Global Advisors, Inc.
2024 - Present (2 years)
Wells Fargo Clearing Services
2023 - 2024 (1 year)
us TECH SOLUTIONS
2023 - 2024 (1 year)
Riverton Music
2023 - 2023 (1 year)
Unemployed
2023 - 2023 (1 year)
Goldman Sachs
2022 - 2023 (1 year)
Mu Sigma
2018 - 2022 (4 years)
Earthen Landscaping
2018 - 2018 (1 year)
NBT Bancorp, Inc.
2017 - 2017 (1 year)
Weis Markets
2016 - 2017 (1 year)
Broome County Government
2016 - 2016 (1 year)
State University of New York at Binghamton
2016 - 2018 (2 years)
Shop-Rite
2014 - 2016 (2 years)
State University of New York at Binghamton
2012 - 2018 (6 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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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