Russo Bruce Edward (Cincinnati)


Russo Bruce Edward is an internet adviser based in Cincinnati. It manages $2.59 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2001.

Russo Bruce Edward provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Russo Bruce Edward: assets under management

The assets under management (AUM) of Russo Bruce Edward is $2.59 million. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.1 million in discretionary accounts and $490 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $210 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $54.44 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Russo Bruce Edward for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where Russo Bruce Edward performs its advisory services is located at 9667 Timbermill Ct, Cincinnati, OH 45231 2636, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-522-7838 or by fax 513-522-6173. The normal business hours are by appointment on Other.

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