Michael Randall
Michael Randall is a CFA, CFP-designated registered investment advisor at Oak Summit Wealth Management, INC., based in San Diego, CA, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 91 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak Summit Wealth Management charges an annual fee for investment management services, ranging from 0.55% to 1.50% of your portfolio, depending on the size and complexity of your account. Fees are billed quarterly, based on the value of your account on the last day of the quarter. Oak Summit also offers investment management for a flat fee, typically with a minimum of $10,000 per year. The minimum quarterly fee is $2,500. Fees are negotiable.
Contact
Michael Randall
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Oak Summit Wealth Management, INC.
Previous Registrations
Oak Summit Wealth Management, INC.
Empirical Wealth Management
State Registrations1 state
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