Advisor at Cary Street Partners
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
Cary Street Partners
Location
Glen Allen, VA 23060
Credentials
Series 63, Series 66
Industry experience
16 years
Russell Keller is a financial advisor with Cary Street Partners, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Cary Street Partners since 2018 and previously spent seven years with Wells Fargo Advisors Financial Network. Outside of his advisory role, Keller is a managing member and 50% co-owner of BDK, LLC, a private company managing legacy family assets, and he maintains a long-term involvement with Alison Keller Designs, a design business where he handles bookkeeping. Cary Street Partners offers discretionary and non-discretionary wealth management and advisory services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines third-party and in-house manager selection across traditional and alternative strategies, supported by its affiliated asset management entity, Cary Street Partners Asset Management.
Based on Cary Street Partners
Fixed financial planning fees ranging from $500 to $25,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable
Hourly rates charged for specific financial planning engagements, details disclosed in agreements
Performance-based fees charged for certain Feeder Funds; fees depend on share of capital gains or carried interest
Fee-only: Fixed fees range between $500 and $25,000 for financial planning; hourly fees also available
4401 Waterfront Drive, Ste 250
Glen Allen, VA 23060
Ohio · Virginia
Cary Street Partners Investment Advisory LLC
2018 - Present (8 years)
Cary Street Partners LLC
2018 - Present (8 years)
Wells Fargo Advisors Financial Network LLC
2011 - 2018 (7 years)
Alison Keller Designs
2006 - Present (20 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:
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.
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.
Is not active or affiliated with:
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.
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 63, Series 66
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CFP®
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Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
Series 63, Series 65
Henrico, VA
Plan Sponsor Adviser, LLC
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