Russell Investments
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Overview
Russell Investments operates as an advisory company located in Seattle, Washington. Russell Investments has $29.1 million in assets over one customer account. The firm has a large group, including 106 financial advisors. Russell Investments does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets like stocks, bonds and options.
Russell Investments manages all of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction judgments without needing client authorization. The investment advisory firm oversees an average of $29.1 million for each account. The typical advisor at Russell Investments administers fewer than one client account, making it one of the most personalized advisor firms in the country.
Russell Investments's headquarters is located at 1301 Second Avenue, Seattle, Washington 98101. The firm is legally allowed to provide services to investors across 2 states, including New York and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Russell Investments by the Numbers
$29.1 million
450
1
$29.1 million
Fee Structure
Fees for financial advice largely depend on which services are offered. Fees charged by the firm can include some blend of the following fee structures: fixed or other. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm caters to investment companies. Russell Investments's biggest client group by number of accounts is investment companies. None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Russell Investments does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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