How does the advisor help clients – Key Takeaways:
TUGGLE & RUSSELL, L.L.C. is a trusted financial services firm that specializes in helping clients achieve their financial goals. With decades of experience and a team of knowledgeable advisors, they provide personalized and comprehensive financial solutions to individuals and businesses.
Facts and Insights:
TUGGLE & RUSSELL, L.L.C. has been in business for over 25 years, providing their expertise and guidance to a diverse client base. They currently manage over $500 million in assets and have a team of 12 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 25 years |
Financial Services Offered:
At TUGGLE & RUSSELL, L.L.C., clients can expect a wide range of financial services to address their specific needs. These services include investment management, retirement planning, tax planning, estate planning, and more. The firm also offers specialized services for business owners, such as business succession planning and employee benefits.
Client Types:
TUGGLE & RUSSELL, L.L.C. serves a diverse range of clients, including individuals, families, and businesses. Their team of advisors has experience working with clients of all ages and backgrounds, and they tailor their services to meet the unique needs and goals of each client.
Fees & Compensation:
As a fee-only firm, TUGGLE & RUSSELL, L.L.C. is transparent about their fees and compensation structure. They do not earn commissions or sell products, so clients can trust that their recommendations are unbiased. The firm charges a percentage of assets under management as their fee, and this fee is based on the level of services provided to each client.
Background:
TUGGLE & RUSSELL, L.L.C. was founded by financial experts John Tuggle and Sarah Russell, who have over 50 years of combined experience in the industry. Their team of advisors is highly educated and holds various industry designations and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know:
TUGGLE & RUSSELL, L.L.C. takes pride in maintaining a high level of trust and integrity with their clients. As such, they have a clean record with no disciplinary actions or disclosures on their record. This instills confidence in clients and further demonstrates the firm’s commitment to providing ethical and professional financial services.