Randall Shoker is a registered investment advisor at Shoker Investments, based in Oxford, OH, with 33 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 180 clients with $420M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
All fees are negotiable at the discretion of the advisor. Fixed income (bonds only) fees are: .85% of the first $1,000,000, .65% of the next $1,000,000, .50% for the next $3,000,000, .375% for all amounts over $5,000,000.
Fee Estimator
Location
Oxford, OH
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Shoker Investments
State Registrations3 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.