RA
RA

Randall Arnaud

19 Years of Experience
Sarasota, FL

Randall Arnaud is a registered investment advisor at Guardsman Private Capital Management, INC., based in Sarasota, FL, with 19 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 33 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
33 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$161.6M

Fee Structure

Minimum Annual Fee:$25,000

Guardsman does not have a standard fee schedule. Fees are based on a percentage of assets under management, hourly charges, or a fixed annual retainer. Fees are negotiable and may vary based on the client's complexity and requirements. There is a $25,000 per year minimum fee, which may be waived.

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Location

1221 S. Tamiami Trail, Sarasota, FL, 34239

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Randall works as an investment adviser representative for Guardsman Private Capital Management, Inc. since December 2020. This investment-related activity takes about half of his time.

Employment History
Current Registrations
Guardsman Private Capital Management, INC.
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Financial Services Network, INC
August 2006 - August 2021 · 15 yrs
Financial Services Network, INC
August 2006 - December 2011 · 5 yrs 4 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Randall Arnaud - Financial Advisor | TrueAdvisor