Randall Wall is a CFP-designated registered investment advisor at Penn Cove Financial, LLC, based in Oak Harbor, WA, with 20 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 28 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Minimum for using this fee schedule is $100,000.
Fee Estimator
Contact
Randall Wall
Location
Oak Harbor, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randall owns and manages residential rental property since 1986, dedicating minimal time to it. He is also a part owner of two commercial properties and an adjunct faculty member at Columbia College of Missouri, teaching finance courses after business hours.
Employment History
Current Registrations
Penn Cove Financial, LLC
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.
Exams
Additional Information
Monthly payments available.