Park Randazzo
Park Randazzo is a CFP-designated registered investment advisor at Randazzo Capital Management, LLC, based in Rancho Mission Viejo, CA, with 15 years of industry experience. Park operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 59 clients with $23M 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 - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
Client and client’s immediate family accounts may be aggregated for fee breakpoint purposes. At RCM’s discretion, advisory services may be provided without charge to employees and their family members. Randazzo Capital reserves the right to negotiate all fees and terms with clients.
Fee Estimator
Location
Rancho Mission Viejo, CA
Get directionsHistory
Regulatory History (1)
Criminal
May 2001Other Business ActivitiesSells Insurance
Park is an independent insurance agent for various independent insurance companies and holds a California resident license.
Employment History
Current Registrations
Randazzo Capital Management, LLC
Previous Registrations
Select Money Management, INC.
Select Portfolio Management INC
Select Money Management, INC.
Securities Equity GroupBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.