Randall Mcdole
Randall Mcdole is a registered investment advisor at MD Investment Advisors, based in Bradenton, FL, with 15 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 130 clients with $34M 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 $100K | 2.25% |
| $100K - $200K | 2.00% |
| $200K - $300K | 1.75% |
| $300K - $400K | 1.50% |
| $400K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable and paid monthly or quarterly in arrears.
Fee Estimator
Location
Bradenton, FL
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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
Randall works at McDole Edge Corporation, an insurance agency specializing in property and casualty insurance, dedicating nearly full-time hours to this role. He also spends about 10% of his time with DLGT Incorporated, a Great Clips hair salon franchise.
Employment History
Current Registrations
MD Investment Advisors
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.
Exams
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