Wayne Randall
Wayne Randall is a CFP-designated registered investment advisor at Rainey & Randall Wealth Advisors, INC., based in Celebration, FL, with 25 years of industry experience. Wayne 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, High Net Worth, and 5 more. Their firm serves 332 clients with $920M 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 | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.20% |
Fees are negotiable within each tier based on portfolio size and complexity.
Fee Estimator
Location
610 Sycamore Street, Suite 340, Celebration, FL, 34747
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Wayne has been an independent insurance agent since 1990, selling insurance-related products. He spends minimal time addressing the needs of insurance clients.
Employment History
Current Registrations
Rainey & Randall Wealth Advisors, INC.
State Registrations4 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.
Exams
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