Patrick Randall
Patrick Randall is a registered investment advisor at Shp Wealth Management, LLC, based in Plymouth, MA, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,364 clients with $1.9B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.60% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Location
225 Water St, Suite C210, Plymouth, MA, 02360
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Patrick is an independent licensed insurance agent with SHP Financial, offering insurance products to clients. These services pay a commission, creating a potential conflict of interest with his fiduciary duties as a registered investment advisor.
Employment History
Current Registrations
Shp Wealth Management, LLC
Previous Registrations
New England Investment & Retirement Group, INC.
City Point Wealth Management
New England Investment & Retirement Group, INC.
Commonwealth Financial Network
State Registrations1 state
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.