Randy Freed is a CFP-designated registered investment advisor at R L Capital, LLC, based in Overland Park, KS, with 21 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning. Their firm serves 14 clients with $12M 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 $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.70% |
Fee percentages are sometimes subject to negotiation and further discussion. For example, in some cases fees are not charged on cash, cash equivalents, and Certificates of Deposit in the account.
Fee Estimator
Location
7199 West 98th Terrace, Suite 140, Overland Park, KS, 66212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randy is the sole employee and manager of R L Capital, LLC, which is both an investment advisory and a certified public accounting firm. The firm provides income tax preparation services and became a certified public accounting firm in early 2024.
Employment History
Current Registrations
R L Capital, LLC
State Registrations2 states
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