Randolph Redmond
Randolph Redmond is a ChFC-designated registered investment advisor at Rhl Group, LLC, based in Holly, MI, with 33 years of industry experience. Randolph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 351 clients with $160M 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 $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
The annual fee is negotiable. There are also separate fee schedules for fee-based variable annuity management (0.75% up to $1,000,000, 0.50% over $1,000,000), 529 plan asset management (0.50% on all assets), and capital preservation account management (0.25% on all assets).
Fee Estimator
Location
115 Battle Alley, Holly, MI, 48442
Get directionsHistory
Regulatory History (3)
Regulatory
January 2012Employment Separation After Allegations
August 2010Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Randolph owns Organized Legacy Program, LLC, which organizes clients' post-death wishes, dedicating minimal time. He is also an independent insurance agent since 1989, and owns RHL Properties, LLC (real estate) and The Herald, LLC (AirBnB), dedicating minimal time to each.
Employment History
Current Registrations
Rhl Group, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Capital Asset Advisory Services, LLC
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations2 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.