Russo Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,388,873
Total clients
13
69% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$1,260,683
About
Russo Investment Management advises individual and high‑net‑worth clients, providing asset management, financial planning, and tax preparation alongside services such as budgeting, cash‑flow management, and risk management. Advisory services are delivered on a fee‑for‑service basis, with separate hourly billing available for one‑time advice and tax work.
The firm’s investment approach follows Modern Portfolio Theory, emphasizing long‑term asset allocation implemented primarily with no‑load and index mutual funds, avoidance of 12b‑1 fees, and selective use of dividend‑paying individual stocks. Accounts are reviewed quarterly and rebalancing decisions are made with attention to tax consequences and trading costs, with tax‑favored accounts adjusted before after‑tax accounts.
What sets the firm apart from many peers is its operation as a professional CPA practice that integrates tax planning and tax preparation directly into its investment advisory relationship rather than outsourcing or referring those services. The firm also maintains a small, personalized client base, does not accept third‑party compensation, and has policies such as not taking custody of client assets and not accepting soft‑dollar benefits.
Client services
Expertise
Fee options
$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
Main office location
Russo Investment Management
Cincinnati OH, United States
Number of offices
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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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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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.
Forms ADV
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