VW
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Vicki Wille
20 Years of Experience
Las Vegas, NV
3 Disclosures
Vicki Wille is a registered investment advisor at Randolph & Associates, LLC, based in Las Vegas, NV, with 20 years of industry experience. Vicki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 45 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
45 clients
Average Client Portfolio
$249K average
Assets Under Management
$11.2M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.75% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Las Vegas, NV
Get directionsHistory
Regulatory History (3)
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Customer Dispute
July 2002Settled
Customer Dispute
March 2002Settled
Customer Dispute
August 2001Settled
Employment History
Current Registrations
Randolph & Associates, LLC
May 2024 - Present · 2 yrs
Previous Registrations
Randolph & Associates, LLC
February 2005 - December 2023 · 18 yrs 10 mos
State Registrations2 states
NVTX
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.