Randy Keith Flowers

CFA

Intelligent Wealth Solutions LLC

4 Years of Experience

May Earn Commission

View SEC Summary

Areas of Practice

Investment Management

Intelligent Wealth Solutions LLC

Compensation

Commission-BasedFee-Only (AUM)

Firm Size

4 advisors

Number of Clients

2,473 clients

Average Client Portfolio

$256K average

Assets Under Management

$632.4M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.35%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2801 Via Fortuna, Suite 250, Austin, TX, 78746

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Randy is a portfolio manager for Waterloo Capital Investment Adviser and Intelligent Wealth Solutions since June 2022. Both activities are investment related.

Employment History

Current Registrations

Intelligent Wealth Solutions LLC

May 2024 - Present · 1 yr 9 mos

Waterloo Capital

November 2022 - Present · 3 yrs 3 mos

Previous Registrations

Pimco Investments LLCBroker

September 2020 - June 2022 · 1 yr 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.