Randall Joselit
Randall Joselit is a registered investment advisor at Joselit Asset Management, based in Phoenix, AZ, with 11 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, Investment Management, Retirement Planning. Their firm serves 24 clients with $67M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $18.0M | 0.70% |
| $18.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1430 E. Missouri Ave, Phoenix, AZ, 85014
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Randall is the owner/president of a CPA firm, spending nearly full-time providing financial and tax services. He also has several other business activities including land investment in Mexico, a consulting firm, a small bed and breakfast, and a limited partnership investing in commercial property. Randall also works as an insurance broker marketing non-registered products outside of NYL.
Employment History
Current Registrations
Joselit Asset Management
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.