Dean Roland Russell, LLC is a highly regarded investment advisory firm based out of San Diego, CA. With a team of five dedicated professionals, they specialize in providing comprehensive investment advisory services to a discerning clientele. Led by the expertise of their three investment advisors, the firm maintains an impressive average of approximately $43,370,000 in assets under management per advisor.
The compensation structure at Dean Roland Russell, LLC is designed to align the firm's interests with the success of their clients. They offer various fee arrangements, including a percentage of assets under management, hourly ...
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Assets Under Mgmt
$266.65M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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