Randy Copus
Randy Copus is a registered investment advisor at Randy L. Copus and Associates,llc, based in Lakeview, OH, with 25 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 125 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5M+ | 1.05% |
Fee Estimator
Location
180 South Main Street, P.O. Box 281, Lakeview, OH, 43331
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Randy L. Copus and Associates,llc
Previous Registrations
Profit Financial Design & Development INC
State Registrations1 state
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