Randall Patrick
Randall Patrick is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Ventura, CA, with 15 years of industry experience. Randall is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B 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 | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
1583 Spinnaker Drive, Suite 212, Ventura, CA, 93001
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
Randall is involved in several business activities. He sells fixed annuities and life insurance, and provides related services as a financial agent, dedicating a few hours per week. He is also a partner/agent at Mindful Wealth Planners LLC and Mindful Wealth Insurance Solutions, spending full-time on insurance and securities sales and service. Finally, Randall owns a rental condo, spending minimal time on it.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations22 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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