Randall Noel is a registered investment advisor at Worthview Capital Management LLC, based in Nashville, TN, 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 Investment Management. Their firm serves 20 clients with $27M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.20% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
10 Burton Hills Blvd., Suite 400, Nashville, TN, 37215
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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 Activities
Randall is a member of the Finance Committee for the Adventure Science Center, a science museum, since 2019. He dedicates minimal time to this role.
Employment History
Current Registrations
Worthview Capital Management LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Green Square Capital, LLC
State Registrations3 states
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