Randolph Price
Randolph Price is a CFP-designated registered investment advisor at Clear Trail Advisors, LLC, based in Houston, TX, with 39 years of industry experience. Randolph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 376 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear Trail Advisors charges a maximum of 1.50% annually for portfolio management services. This fee is calculated quarterly in advance based on the value of your account. Adjustments are made for large deposits or withdrawals. The fee is negotiable based on your individual circumstances and account type. Family members' account values can be combined to potentially lower the fee. Fees are deducted directly from your account with written authorization.
Location
5847 San Felipe St., Suite 950, Houston, TX, 77057
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2000Other Business ActivitiesSells Insurance
Randolph is an agent for Steward Partners Global Advisory installing insurance products, dedicating a few hours per week. He also provides advisory services for clients through Steward Partners Investment Advisory LLC and is an owner of The Price Group, spending minimal time on each. Randolph is also a passive investor in Birnhan Woods Investment.
Employment History
Current Registrations
Clear Trail Advisors, LLC
Previous Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
G. R. Phelps & CO., INC.Broker
State Registrations1 state
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.