Randall Avery is a registered investment advisor at Deasil Wealth Management LLC, based in Scottdale, GA, with 10 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Gen X, Investment Management, and 1 more. Their firm serves 21 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Deasil Wealth Management offers portfolio management services with fees based on the value of your investments. The specific percentage is not listed in the brochure. There is a minimum annual fee of $1,100. Fees are calculated and billed quarterly. The firm may also recommend third-party investment advisors, charging an annual fee of $1,000 or 1% of the assets managed by the third party, whichever is greater.
Contact
Randall Avery
Location
Scottdale, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Deasil Wealth Management LLC
State Registrations2 states
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Exams
Additional Information
Randall Avery, CFP®, CFA is a trusted, Fee-Only, CERTIFIED FINANCIAL PLANNER®, with over 15 years of experience helping people with money. I understand the unique needs of pre-retirees, self-employed individuals, and practice owners like you.