Randall Mielecki is a registered investment advisor at Convivia Financial LLC, based in Sarver, PA, with 8 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. Financial planning services are offered at no additional charge.
Fee Estimator
Location
Sarver, PA
Get directionsHistory
Regulatory History (1)
Financial
July 2021Other Business Activities
Randall engages in the sale of clothing and household items through an online retail business since 2020. He spends a few hours per week managing the retail site, marketing products, and arranging shipping.
Employment History
Current Registrations
Convivia Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.