RM
RM

Randall Mauro

13 Years of Experience
Highlands Ranch, CO

Randall Mauro is a registered investment advisor at Resnn Investments, LLC, based in Highlands Ranch, CO, with 13 years of industry experience. Randall 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 4 clients with $3.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$928K average
Assets Under Management
$3.7M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.1M1.20%
$1.1M+1.20%

For combined family assets of $1,100,000 and above, clients can choose between a 1.2% management fee or a performance-based fee (12% or 24% of capital gains). Fees may be reduced for larger accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Highlands Ranch, CO

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Resnn Investments, LLC
November 2012 - Present · 13 yrs 6 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.