Randolph Snow
Randolph Snow is a registered investment advisor at R.E. Snow Private Wealth Management Group, LLC, based in Estero, FL, with 25 years of industry experience. Randolph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $40.0M | 0.35% |
| $40M+ | 0.35% |
Fees are negotiable for accounts over $10,000,000. Fixed income portfolios have a different fee schedule: First $10,000,000: 0.25%, Next $30,000,000: 0.20%, Over $40,000,000: Negotiable. For alternative investments such as hedge funds, venture capital funds, private equity funds and other pooled investment vehicles, the maximum negotiable fee is 2.00% of the initial investment amount. The fee for the recommendation and monitoring of investments in real estate limited liability companies and pooled investment vehicles will be assessed at an annual rate of up to 1.00% of the initial investment amount.
Fee Estimator
Location
9990 Coconut Road, Suite 320, Estero, FL, 34135
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2011Other Business Activities
Randolph is a limited member and investor in R.E. Snow Capital Management, a commodity pool operator, dedicating minimal time. He also serves as CFO of Solarix, devoting a significant amount of time to this role.
Employment History
Current Registrations
R.E. Snow Private Wealth Management Group, LLC
Previous Registrations
Morgan Stanley
State Registrations1 state
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.