Randy Immeker
Randy Immeker is a CFP, ChFC-designated registered investment advisor at Compass Lighthouse Capital, LLC, based in Orange City, IA, with 27 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 262 clients with $91M 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 $500K | 1.20% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.35% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
105 Albany Avenue Se, Orange City, IA, 51041
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2013Customer Dispute
January 2013Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Randy works as a health insurance agent, dedicating minimal time to this activity.
Employment History
Current Registrations
Compass Lighthouse Capital, LLC
Previous Registrations
Compass Lighthouse Capital, LLC
Northwest Wealth Management, LLC
Money Concepts Capital CORP
Prudential Financial Planning Services
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.