Randy Pirkle
Randy Pirkle is a registered investment advisor at Crawford Investment Counsel INC, based in Atlanta, GA, with 50 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,120 clients with $8.5B 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 $3.0M | 1.00% |
| $3M+ | 0.50% |
Fee schedule is for balanced and equity only accounts. The minimum account value is $2,000,000. The annual fee schedule for fixed income only accounts is: First $5,000,000: 0.40%, Next $5,000,000: 0.35%, Balance above $10,000,000: 0.30%. The minimum account value is $5,000,000 for fixed income only accounts. Certain legacy relationships may have a different fee schedule. In programs where account minimums have been reduced, the fee may be higher to reflect a lower account value. When a lower minimum account value is offered, a minimum annual fee may be assessed quarterly.
Fee Estimator
Location
600 Galleria Parkway, Se, Suite 1650, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Regulatory
June 1973Employment History
Current Registrations
Crawford Investment Counsel INC
Previous Registrations
Cornerstone Investment Partners, LLC
Salomon Brothers INC.Broker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
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.