Randall Bliss
Randall Bliss is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Cleveland, OH, with 35 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
812 Huron Rd E, Ste 290, Cleveland, OH, 44115
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Regulatory History (1)
Regulatory
August 2020Other Business Activities
Randall is a committee member for the YMCA of Lake County, a local non-profit organization. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Denmark Investment Services, INC.Broker
Key Investments INC.Broker
Society Investments, INC.Broker
Investors Capital CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Mariner Financial Services, INC.Broker
Washington National Equity CompanyBroker
State Registrations9 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.