Randall Cloud is a registered investment advisor at R.J. Cloud Advisors & Company, based in Bixby, OK, with 25 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 160 clients with $170M 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 $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are based on the market value of assets under management. RJ Cloud Advisors & Company may offer a different fee schedule based on the complexity of your circumstances, portfolio holdings, and your relationship with RJ Cloud Advisors & Company.
Fee Estimator
Location
6630 E 121st Street, Suite 101, Bixby, OK, 74008
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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 Activities
Randall owns a CPA firm and spends about 10-20% of his time on income tax preparation. This activity is not investment-related.
Employment History
Current Registrations
R.J. Cloud Advisors & Company
Previous Registrations
R.J. Cloud Advisors & Company
The Legacy Financial Group, INC.
The Financial & Business Research Corporation
State Registrations3 states
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.