Timothy Randak is a CFA-designated registered investment advisor at Arkell Asset Management, LLC, based in Bozeman, MT, with 15 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 73 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arkell Asset Management offers three service levels, each charged as a percentage of the assets they manage: Comprehensive Planning, Wealth Management, and Investment Management. The fees are billed quarterly in arrears. Clients can change their service level once per calendar year.
Location
1143 Stoneridge Drive, Suite 3, Bozeman, MT, 59718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Arkell Asset Management, LLC
State Registrations2 states
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