Randall Stoltz
Randall Stoltz is a registered investment advisor at Concorde Asset Management, LLC, based in Scottsdale, AZ, with 27 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,253 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concorde Asset Management offers investment management services with fees that are negotiable. The fees do not include platform fees and custodial expenses. Total fees to your representative typically range from 1% to 2% and can only be changed with your approval in advance.
Fees for Discretionary Investment Management accounts can reach a maximum of 2.25% annually, including platform fees. This fee covers the representative's fee, the subadvisor or model manager's fee, and the overlay platform fee. Custodian fees are separate.
Location
8390 E. Via de Ventura, Suite F205, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (1)
Criminal
October 1983Other Business ActivitiesSells Insurance
Randall is involved in several business activities, including operating as Stoltz Financial Partners and Clear Direction Investments LLC, and working with Concorde Asset Management, LLC. He also sells insurance products through Concorde Insurance Agency, Ohio State Life Insurance/NexAnnuity, and Stoltz Financial Partners, dedicating minimal time to each.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Nylife Securities INC.Broker
State Registrations24 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.