Randall Karl is a registered investment advisor at Gladstone Wealth Partners, based in Mooresville, NC, with 14 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
131 Plantation Ridge Dr., Suite 502, Mooresville, NC, 28117
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randall is involved in several business activities, including an LLC for Rodan & Fields, another LLC for business revenue and expenses, baseball camp instruction, and youth baseball clinics. He also spends nearly full-time working for Gladstone Institutional Advisory, LLC as a Registered Investment Advisor DBA Silverleaf Wealth Management.
Employment History
Current Registrations
Gladstone Wealth Partners
Previous Registrations
Axxcess Wealth Management, LLC
Arete Wealth Management, LLCBroker
Axxcess Wealth Management, LLC
Tcfg Investment Advisors, LLC
Tcfg Wealth Management, LLCBroker
Comprehensive Asset Management and Servicing, INC.Broker
Platinum Wealth Partners, INC.
Lucia Capital Group
Lucia Securities, LLCBroker
State Registrations4 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.