Randy Bianchi
Randy Bianchi is a registered investment advisor at Twogood Financial Services, INC., based in Scottsdale, AZ, with 1 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Twogood Financial Services does not charge a direct AUM fee; clients pay fees to EverSource Wealth Advisors, which shares a portion of the revenue with Twogood Financial Services. The combined negotiable annual fee will not exceed 2.0% of assets managed.
Fee Estimator
Location
14500 North Northsight Blvd, Suite 313, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2006Customer Dispute
June 2000Customer Dispute
May 2000Employment Separation After Allegations
April 2000Customer Dispute
July 1999Other Business Activities
Randy owns Muscle Power Degreasers, a small business providing credit and benefits services, since 2007. This non-investment related activity takes about 10-20% of his time during trading hours.
Employment History
Current Registrations
Twogood Financial Services, INC.
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.
Exams
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