Dean Roland Russell Family Wealth Management (DRR Wealth) provides comprehensive financial planning and investment management services to high net worth individuals.  In order to begin a relationship with DRR Wealth you need to satisfy only one of the following requirements:

    • An investment portfolio of $1,000,000 within 12 months
    • Satisfy a minimum fee of $7,500 per year for wealth management services
    • Immediate family member of current client if current client portfolio is more than $1,000,000

Management Fees and Costs

Annual Management Fee           1% or less (subject to a $7,500 minimum fee )
Independent Custodian              Schwab or TD Ameritrade
DRR Wealth Management retains the right to waive or negotiate fees in certain circumstances. Please contact us for more information about our fee structures. Please contact us for more information.