RW
RW

Randall White

29 Years of Experience
Miami, FL
Broker

Randall White is a registered investment advisor at Acp Capital Management, LLC, based in Miami, FL, with 29 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. Their firm serves 106 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
106 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$230.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.25%
$3.0M - $7.0M1.00%
$7.0M - $10.0M0.75%
$10.0M - $50.0M0.50%
$50M+0.50%

Fees negotiable for amounts over $50,000,000. For investments in Model Portfolios ACP charges a maximum of 1.75% on a yearly basis. Specifically, for portfolios comprised of structured products and emerging market fixed income, ACP Capital charges a management fee of 1.50% of assets under management along with a performance-based fee of up to 20% of the annual gross profits for the account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 Brickell Avenue, Suite 1700, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Randall is the principal of RW Trading, LLC, which invests in securities, since 2009. He is also a registered advisor with ACP Capital Management since 2010, servicing personal and family accounts.

Employment History
Current Registrations
Acp Capital Management, LLC
June 2010 - Present · 15 yrs 11 mos
Acp Securities, LLC
January 2009 - Present · 17 yrs 4 mos
Acp Securities, LLCBroker
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
United Capital Markets, INC.Broker
February 2005 - February 2007 · 2 yrs
Wachovia Capital Markets, LLCBroker
July 2003 - February 2005 · 1 yr 7 mos
Wachovia Securities, LLCBroker
October 1999 - July 2003 · 3 yrs 9 mos
First Union Capital Markets CORP.Broker
August 1998 - October 1999 · 1 yr 2 mos
Credit Suisse First Boston CorporationBroker
April 1997 - August 1998 · 1 yr 4 mos
Prudential Securities IncorporatedBroker
October 1994 - March 1997 · 2 yrs 5 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

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
No exam information available for this advisor.