RM
RM

Randall Moler

10 Years of Experience
Las Vegas, NV

Randall Moler is a registered investment advisor at Moler Capital Management, based in Las Vegas, NV, with 10 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 87 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
87 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$203.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.5M1.00%
$3.5M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

MCM aggregates related account balances of clients within the same household for purposes of achieving the advisory fee breakpoints. Some accounts are under different fee schedules honoring prior agreements. We also manage some family and related accounts without charge.

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

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Randall is the owner of RGM Services, LLC, a trust and business consulting firm, since 2020. He spends about a quarter to half of his time on trust administration and asset management consulting, with about 10-25% of his time during trading hours.

Employment History
Current Registrations
Moler Capital Management
January 2016 - Present · 10 yrs 4 mos
State Registrations3 states
CANVTX
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.