Tuggle & Russell, L.L.C.

Overview

Tuggle & Russell, L.L.C. is an independent, individually owned RIA that provides advisory services primarily to individuals and families. The firm functions as a capital allocator and combines portfolio management with financial planning and selection of outside advisers. It also offers educational seminars and workshops and is registered to sell other financial products. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives