Randy Jaramillo
Randy Jaramillo is a registered investment advisor at Foundations Investment Advisors LLC, based in Bargersville, IN, with 4 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
Bargersville, IN
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2012Other Business ActivitiesSells Insurance
Randy volunteers at The Door Church - DFW, assisting with community outreach, bible study, and leadership roles, dedicating minimal time. Randy is also an owner and insurance agent, providing annuities and life insurance products and services, taking about half of his time.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Simplicity Wealth
Nylife Securities LLCBroker
Nylife Securities LLCBroker
Nationwide Securities, INC.Broker
State Registrations2 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.
Exams
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