Mckenlee Randolph
Mckenlee Randolph is a registered investment advisor at VALIC Financial Advisors, INC., based in Columbia, SC, with 7 years of industry experience. Mckenlee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
3710 Landmark Drive, Suite 104, Columbia, SC, 29204
Get directionsHistory
Regulatory History (3)
Judgment / Lien
February 2024Financial
January 2024Judgment / Lien
March 2023Other Business ActivitiesSells Insurance
Mckenlee works as an agent for AGIA selling non-securities insurance products since December 2022, dedicating a few hours per week. This activity is not investment-related.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 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.