Randall Bruns is a CFP-designated registered investment advisor at Model Wealth, based in Wheaton, IL, with 24 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 159 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Model Wealth provides ongoing financial planning and investment management services for a flat annual fee based on the scope of services and complexity of the client's financial situation. Alternatively, Model Wealth may charge a percentage-based fee not to exceed 0.75% of the client’s total portfolio value where the size of a client’s portfolios could make the annual flat fee excessive.
Model Wealth also uses Betterment for Advisors and Vanguard Personalized Investment Management (VPIM). Betterment charges a fee of 0.15% (subject to a maximum annual fee of 0.50%), and VPIM charges a tiered fee with a maximum annual fee of 0.20%. These fees are in addition to Model Wealth's management fee.
Location
Wheaton, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Model Wealth
Previous Registrations
Highpoint Advisor Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
Edward JonesBroker
State Registrations1 state
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