Vanessa Mccall
Vanessa Mccall is a registered investment advisor at Randall & Associates Wealth Management, based in Butler, PA, with 21 years of industry experience. Vanessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 166 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees for non-discretionary investment management services are 0.25% annually.
Fee Estimator
Location
122 S Washington Street, Butler, PA, 16001
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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 →Employment History
Current Registrations
Randall & Associates Wealth Management
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
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