Randy Doroff is a CFP-designated registered investment advisor at Fathom Advisors LLC, based in Minneapolis, MN, with 30 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
Accounts are subject to a minimum monthly investment management fee of $1,000. Fees may be negotiated based on relationship size and complexity.
Fee Estimator
Location
8300 Norman Center Drive, Suite 550, Minneapolis, MN, 55437
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other Business Activities
Randy owns real estate, including a single-family home and an LLC for office rental, and manages an aircraft. He is also president of TPWA Operations LLC and an entity for his financial planning practice, dedicating about a quarter of his time to each.
Employment History
Current Registrations
Fathom Advisors LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations1 state
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
More Advisors
- Trevor Dunn, CFPFathom Advisors LLC
- Todd Doroff, CFPFathom Advisors LLC
- Elizabeth Stokes, CFPFathom Advisors LLC
- Mark Anderson, CFAFathom Advisors LLC
- Michael Cassidy, CFP, ChFCFathom Advisors LLC
- Stephen Kairies, ChFCAccess Financial Services, INC.