Brian Randall
Brian Randall is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in Gig Harbor, WA, with 23 years of industry experience. Brian 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 866 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.00% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and household accounts may be combined.
Fee Estimator
Location
3312 Rosedale Street NW, Suite 201, Gig Harbor, WA, 98335
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2002Customer Dispute
April 2001Customer Dispute
September 1999Customer Dispute
April 1993Other Business Activities
Brian is a partner in Sukai, LLC, related to yacht ownership, requiring minimal time. He is also a board member of Ark Institute for Learning, a non-profit school, dedicating minimal time and spends nearly full-time providing investment advisory services through Sowell Management Services.
Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
Sowell Management
Previous Registrations
Northwest Asset Management
RBC Capital Markets, LLC
Wells Fargo Investments, LLC
State Registrations2 states
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
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