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, Estate Planning, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual percentage fees range from 0.55% to 1.50% depending on account size and complexity. The firm also offers flat-fee investment management starting at a minimum of $10,000 per year.
Fee Estimator
Contact
Michael Randall
Location
San Diego, CA
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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 →Employment History
Current Registrations
Oak Summit Wealth Management, INC.
Previous Registrations
Oak Summit Wealth Management, INC.
Empirical Wealth Management
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.
Exams
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