Troy
Espeseth

Russell Investments

CRD#4345744
Investment Advisor
in Wayzata, MN

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About this Advisor

Troy Espeseth is a financial advisor based in Wayzata, Minnesota, working with Russell Investments. Troy has previously held a position at Frank Russell Company. Troy has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Troy is part of Russell Investments, which operates out of Wayzata, Minnesota. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

Wayzata, MN

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Russell Investments Brokerage Details

Total Assets Under Management

$52,480,583,056

MN Average: $3,566,627,242
Total Number of Employees

653

MN Average: 46
Total Number of Accounts

70,944

MN Average: 1,499
Average Account Size

$739,747

MN Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Troy Espeseth Work History

2004 - Present (20 years)

Frank Russell Company

Disclosures

Please visit the SEC profile of Troy Espeseth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Russell Investments

Derek Hart
Seattle, WA
Alexander Russo
Seattle, WA
Martin Roche
Milwaukee, WI
Jack Swingle
West Des Moines, IA
Benjamin L'Empereur
Milwaukee, WI
Jeffrey Christiansen
Milwaukee, WI
Jared Hare
Milwaukee, WI
Kevin Mcauliffe
Milwaukee, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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