Russell Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,396,929
Total clients
8
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$299,616
About
The firm provides customized investment management to high‑net‑worth individuals, retirement and pension plans, trusts, estates, charitable foundations and private corporations, generally with a minimum account size of $250,000. It invests client assets across domestic and international equities, fixed income, mutual funds and ETFs and delivers portfolio management tailored to each client’s objectives.
The adviser emphasizes risk‑adjusted returns using fundamental security analysis with a long‑term value orientation, seeking to minimize turnover and be sensitive to tax implications when implementing strategies. Clients may impose reasonable investment restrictions and can grant the firm discretionary trading authority to execute the agreed investment plan.
A noteworthy aspect of the firm is that its principal maintains a part‑time legal practice and holds a law degree, an affiliation that is uncommon among independent advisers and is likely relevant to the firm’s work with trusts, estates and private‑company clients. The principal’s prior experience as a head of trading at a financial firm adds a trading background to the firm’s legal and wealth‑management capabilities in a small, bespoke practice.
Client services
Portfolio management
Expertise
Wealth management
Fee options
Fixed management fee (details not specified)
$0 - $1,500,000: 1.00% (Equity Accounts) $1,500,001 - $3,500,000: 0.85% (Equity Accounts) $3,500,001 - $5,500,000: 0.75% (Equity Accounts) $5,500,001+: Negotiable (Equity Accounts) $0 - $1,500,000: 0.50% (Fixed Income Accounts) $1,500,001 - $3,500,000: 0.35% (Fixed Income Accounts) $3,500,001 - $5,500,000: 0.25% (Fixed Income Accounts) $5,500,001+: Negotiable (Fixed Income Accounts)
Account minimum: $250,000
Main office location
Russell Wealth Management, LLC
120 North Congress Street, Suite 620
Jackson MS 39201, United States
Number of offices
1
Most active in
Russell Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Mississippi
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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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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.
Forms ADV
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