Randy Gay
Randy Gay is a registered investment advisor at Pinnacle Wealth Advisors, based in Clackamas, OR, with 17 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 832 clients with $550M 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 $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees are generally not negotiable except for accounts exceeding $7,000,000, family members, friends, non-profit employees, or legacy arrangements.
Fee Estimator
Location
9200 SE Sunnybrook Boulevard, Suite 170, Clackamas, OR, 97015
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2021Other Business ActivitiesSells Insurance
Randy is the President of R & R 419, Inc., a tax-related pass-through entity for managing income and expenses related to his role with Pinnacle Wealth Advisors, Inc. and his insurance business. This takes a few hours per week.
Employment History
Current Registrations
Pinnacle Wealth Advisors
Previous Registrations
Security First Advisors
Nw Tax & Wealth Advisory Group, INC.
Wells Fargo Advisors Financial Network, LLC
AXA Advisors, LLC
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
More Advisors
- Stephen Wilmot, CFPLPL Financial LLC
- Lidia Mazun, ChFCState Farm Investment Management CORP.
- Matthew Russell, CFPLPL Financial LLC
- Alice Tang, ChFCOsaic Wealth, INC.
- Henry Jung, CFPLPL Financial LLC
- Randal Lishka, CFPLPL Financial LLC