Randy Addie is a registered investment advisor at 1834 Investment Advisors CO., based in Chicago, IL, with 25 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, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 542 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1834 Investment Advisors Co. charges an annual fee based on a percentage of the value of your portfolio. Fees are generally negotiable depending on account size, complexity, and individual circumstances, and are billed quarterly in arrears. The firm generally requires a minimum investment of $500,000 to open an account, though this minimum can be waived at their discretion.
Location
8750 W. Bryn Mawr Avenue, Suite 1300, Chicago, IL, 60631
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Regulatory History
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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Randy works as an RPS Advisor for 1834 Investment Advisors Co. and as a Vice President at Old National Bank, both investment-related. Each role takes about half of Randy's time.
Employment History
Current Registrations
1834 Investment Advisors CO.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sentry Equity Services, INC.Broker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.
Exams
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