RK
RK

Randall Kamps

15 Years of Experience
Williamsburg, MI
Sells Insurance

Randall Kamps is a registered investment advisor at I Am, INC., based in Williamsburg, MI, 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 Retirement Planning. Their firm serves 52 clients.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
52 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)

I AM, Inc. does not directly manage client investments but refers clients to Financial Engines Advisors, LLC and GeoWealth Management, LLC. These third-party managers charge fees based on your portfolio size. I AM, Inc. receives a portion of these fees.

The annual fee schedule for Financial Engines Advisors, LLC accounts is:

  • $0 - $150,000: 1.75% (I AM portion: 1.05%)
  • $150,000 - $250,000: 1.75% (I AM portion: 1.05%)
  • $250,000 - $400,000: 1.75% (I AM portion: 1.05%)
  • $400,000 - $500,000: 1.25% (I AM portion: 0.75%)
  • $500,000 - $750,000: 1.25% (I AM portion: 0.75%)
  • $750,000 - $1 million: 1.00% (I AM portion: 0.50%)
  • $1 million - $1.25 million: 0.75% (I AM portion: 0.40%)
  • $1.25 million - $3 million: 0.75% (I AM portion: 0.35%)
  • $3 million - $10 million: 0.60% (I AM portion: 0.25%)
  • $10 million - $25 million: 0.50% (I AM portion: 0.20%)
  • $25 million +: Negotiable

The annual fee schedule for GeoWealth Management, LLC accounts is:

  • $0 - $400,000: 1.50% (I AM portion: 1.05%)
  • $400,001 - $750,000: 1.25% (I AM portion: 0.80%)
  • $750,001 - $1,000,000: 1.00% (I AM portion: 0.60%)
  • $1,000,001 - $3,000,000: 0.75% (I AM portion: 0.40%)
  • $3,000,001 - $10,000,000: 0.60% (I AM portion: 0.30%)
  • $10,000,001+: Negotiable
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Location

Williamsburg, MI

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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 ActivitiesSells Insurance

Randall is the President/Owner of I AM Inc., a third-party administrative activity, dedicating nearly full-time hours to it. He also holds a health insurance license but has not actively sold any policies since 1997.

Employment History
Current Registrations
I Am, INC.
April 2010 - Present · 16 yrs 1 mo
State Registrations2 states
MITX
Advisor

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.
Randall Kamps - Financial Advisor | TrueAdvisor