Charles Randall is a CFP-designated registered investment advisor at Randall Financial LLC, based in Albuquerque, NM, with 12 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 38 clients with $14M 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 $2.0M | 1.10% |
| $2M+ | 0.55% |
Fee Estimator
Location
Albuquerque, NM
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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 Activities
Charles is the President/CEO of Randall VPS Management LLC, where he manages customer VPS integrity. He dedicates minimal time to this role.
Employment History
Current Registrations
Randall Financial LLC
Previous Registrations
Legacy Preservation
Continuum Advisory, LLC
Triad Advisors LLCBroker
Pfg Advisors
Cue Advisory Services, INC.
Securities America, INC.Broker
Waddell & Reed, 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.