R
Russo Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,388,873
Clients
13
69% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
TypicalAverage account size
$1,260,683
About
Russo Investment Management provides portfolio management, comprehensive financial planning, and in‑house tax planning and tax return preparation for individual and high‑net‑worth clients. Advisory services include ongoing asset management as well as standalone financial or tax consultations billed separately on an hourly basis.
The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing long‑term asset accumulation and capital preservation through primarily low‑cost, no‑load index funds and selectively chosen dividend‑paying stocks. Portfolios are tailored to client objectives, may include client‑imposed restrictions, and are reviewed on a regular (quarterly) basis.
A distinguishing feature is that the adviser operates as a licensed CPA practice, integrating tax planning and preparation directly into its investment advice to support tax‑aware decision making—an arrangement that is uncommon among independent advisory firms. The firm also discloses that it does not accept third‑party compensation or soft‑dollar benefits and typically manages accounts with discretionary trading authority while custodial arrangements remain with third‑party custodians.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Tax-loss harvesting
General tax planning
Cash flow / budgeting
Fee options
$0 - $160,000: Negotiable on individual basis $160,000 - $3,500,000: 0.75% annually $3,500,001+: 0.5% annually on amount over $3,500,000
$350 per hour for one-time investment advice, financial planning, and tax planning/preparation
Account minimum: $160,000 Minimum fee: Minimum charge of $300 per quarter on all accounts Fee-only: Fees are charged on a fee-for-service basis; no commissions accepted; also hourly and fixed fees for financial and tax planning
Main office location
Russo Investment Management
Cincinnati OH, United States
Number of offices
1
Most active in
Russo Investment Management has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")