Randolph Elder is a CFP-designated registered investment advisor at Randolph Elder, CFP, based in Loomis, CA, with 9 years of industry experience. Randolph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 30 clients with $18M 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% |
Investment management fees range from 0.25% to 1.50% annually, depending on account size and complexity.
Fee Estimator
Location
6215 South Walnut Street, Ste. F, Loomis, CA, 95650
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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 →Other Business Activities
Randolph is the President of the South Placer Heritage Foundation, a non-profit historical corporation, since 1995. This activity requires a few hours per week.
Employment History
Current Registrations
Randolph Elder, CFP
Previous Registrations
First Montauk Securities CORP.
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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