Randolph Fisher
Randolph Fisher is a registered investment advisor at Artemis Wealth Advisors, based in Flemington, NJ, with 19 years of industry experience. Randolph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 130 clients with $18M 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 $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
These fees are annual rates per household. The firm also manages held-away retirement accounts (like 401(k)s) for a 1.00% annual fee.
Fee Estimator
Location
361 Route 31, Bldg C, Suite 904, Flemington, NJ, 08822
Get directionsHistory
Regulatory History (3)
Regulatory
April 2016Customer Dispute
November 2013Regulatory
January 2011Other Business Activities
Randolph performs seasonal tax preparation from January to April without commissions. He is also a Managing Member/Chief Compliance Officer at Artemis Wealth Advisors LLC (full-time) and an Investment Adviser Representative at Tucker Asset Management LLC.
Employment History
Current Registrations
Artemis Wealth Advisors
Previous Registrations
Tucker Asset Management LLC
Tucker Asset Management LLC
Questar Asset Management, INC.
Questar Capital CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Hornor, Townsend & Kent, 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.