Randall Giorgi
Randall Giorgi is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Santa Maria, CA, with 41 years of industry experience. Randall is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:
- Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
- New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
Location
2650 Industrial Parkway, #200, Santa Maria, CA, 93455
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Randall is appointed with various outside insurance carriers, such as Blue Cross of California, to broker non-registered products under the DBA Central Coast Visionary Insurance & Financial Services LLC. He dedicates minimal time to this activity.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations26 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
More Advisors
- Bradley Johnson, CFPEagle Strategies LLC
- Trent Benedetti, CFPBenedetti Financial, INC.
- Jacob Faulstich, CFPStrategic Advisers LLC
- Wesley Brown, CFPOnedigital
- Donna Randolph, ChFCState Farm Investment Management CORP.
- Eric Bravo, CFPEdward Jones