Russell Investments

CRD#290353
Investment Advisor Firm

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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

$29.1 million

Number of Advisors

106

Disclosures

No

Office Location

1301 Second Avenue
Seattle, WA 98101

Russell Investments by the Numbers

Total Assets Under Management

$29.1 million

National Average: $8.6 billion
Total Number of Employees

450

National Average: 64
Total Number of Accounts

1

National Average: 375,227
Average Account Size

$29.1 million

National Average: $23.0 thousand
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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

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    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Offered by 10% of firms

    Other

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    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 69% of firms that offer this fee type

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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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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