Randall Fowler
Randall Fowler is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, with 33 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Other Business Activities
Randall is a registered representative with Titleist Capital, LLC since 2021 and an investment adviser representative with Titleist Asset Management, LLC since 2023. Both activities are investment related.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Titleist Asset Management, LLC
Titleist Capital, LLCBroker
Previous Registrations
Titleist Capital, LLC
Raymond James Financial Services, INC.Broker
Rademacher Financial, INC.
Raymond James Financial Services Advisors, INC
On Investment Management CO
Fowler, Hart & Associates, L.L.C.
The America Group Financial Advisory Services, LLC
The O.N. Equity Sales CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
First Union Securities, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations3 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.