Russo Investment Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“A single engagement for one time investment advice is available at an hourly rate of $350.”

Quarterly fee

$300/qtr

“A minimum charge of $300 per quarter will be imposed on all accounts.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Russo Investment Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients will be billed in arrears each calendar quarter.”
• “Clients may also elect to be billed directly for fees or to authorize Russo Investment Management to directly debit fees from client accounts.”
• “Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”

How Russo Investment Management’s fees compare

• Its hourly rate of $350 is above the Ohio median of $250. 77% of the 219 other Ohio planners that publish an hourly rate charge less.
• 14 of the 21 other planners in Cincinnati that publish an hourly rate charge less.

About Russo Investment Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.75% a year

Minimum

$160,000 in assets (stated in brochure)

Clients

13

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$16,388,873

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

107164

Phone

(513) 720-7838

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Crew Capital Management, LTD.Cincinnati$10,000⁠-⁠$25,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000

Compare all 76 planners in Cincinnati