Russell Investments Review


Trust Score 84%
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Russell Investments, federally registered in 1982, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 109 advisors. Russell Investments manages $50 billion and provides investment advisory services for 42,064 clients (1:386 advisor/client ratio).

The annual fee for investment advisory services ranges from 0.20% to 1.25% of AUM.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 36 years

Considerations


  • There is only one licensed advisor for every 386 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $50 billion
Average Account AUM $1,196,774
Hybrid Advisor Yes
Annual Management Fee Notes The annual fee for investment advisory services ranges from 0.20% to 1.25% of AUM.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:386
Headquarters Seattle, WA
SEC Filings Forms and Brochures


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