Randal Mears
Randal Mears is a registered investment advisor at Emvision Capital Advisors, LLC, based in Mentor, OH, with 36 years of industry experience. Randal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 429 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EmVision Capital Advisors charges an annual percentage fee based on the value of your investments. The exact fee is negotiated with each client. Some clients may have a minimum quarterly fee or flat fee structures not based on the value of their investments.
Location
9930 Johnnycake Ridge Road, Suite 5A-1, Mentor, OH, 44060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randal sells fixed insurance under Mears Financial Services, Inc. and is the president and sole owner of Mears Financial Services, Inc., an entity created for securities and insurance business. Randal also serves as Secretary of the Board of Directors for Cardinal Credit Union and owns rental property in Concord, OH.
Employment History
Current Registrations
Emvision Capital Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Emvision Capital Advisors, LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations11 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.