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Arthur Randall

21 Years of Experience
Bluffton, SC
2 Disclosures

Arthur Randall is a registered investment advisor at Strategic Investment Solutions, LLC, based in Bluffton, SC, with 21 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 21 clients with $4.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$201K average
Assets Under Management
$4.2M

Fee Structure

Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M0.75%
$1.0M - $3.0M0.50%
$3M+0.40%

Management fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bluffton, SC

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History

Regulatory History (2)
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Customer Dispute
December 1993
Settled
Customer Dispute
Settled
Other Business Activities

Arthur is the sole proprietor of Ethos Advisory Property Management, LLC, a real property management business, since 2001. He dedicates a few hours per week to this activity, none of which occur during trading hours.

Employment History
Current Registrations
Strategic Investment Solutions, LLC
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Lexington Wealth Management, INC.
October 2009 - April 2019 · 9 yrs 6 mos
Ethos Advisory Services, INC.
June 2004 - December 2009 · 5 yrs 6 mos
State Registrations2 states
MASC
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.