Randolph Elder is a CFP-designated registered investment advisor at Randolph Elder, CFP, based in Loomis, CA, with 8 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, 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
Randolph Elder charges a percentage of your portfolio each year for investment management. The fee ranges from 0.25% to 1.5% depending on the size and complexity of your account. The fee is payable at the end of each quarter. Financial planning is included at no extra cost for investment management clients.
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.
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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.