RP
RP

Randy Pirkle

51 Years of Experience
Atlanta, GA
1 Disclosure

Randy Pirkle is a registered investment advisor at Crawford Investment Counsel INC, based in Atlanta, GA, with 51 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, Retirement Planning. Their firm serves 2,039 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
2,039 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3M+0.50%

Rates shown are for balanced and equity-only accounts. Fixed-income-only accounts have a separate schedule: 0.40% on the first $5M, 0.35% on the next $5M, and 0.30% on amounts above $10M. Fees may be negotiable for larger accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

600 Galleria Parkway, Se, Suite 1650, Atlanta, GA, 30339

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History

Regulatory History (1)
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Regulatory
June 1973
Final
Employment History
Current Registrations
Crawford Investment Counsel INC
December 2014 - Present · 11 yrs 10 mos
Previous Registrations
Cornerstone Investment Partners, LLC
December 2010 - March 2013 · 2 yrs 3 mos
Salomon Brothers INC.Broker
November 1997 - September 1998 · 10 mos
Citigroup Global Markets INC.Broker
September 1972 - November 2004 · 32 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
November 1967 - September 1972 · 4 yrs 10 mos
State Registrations1 state
GA
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.
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