Aidan Randall is a registered investment advisor at Cgc Financial Services, based in Lake Oswego, OR. Aidan 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, Tax Planning. Their firm serves 1,151 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Location
5 Centerpointe Dr Suite 550, Lake Oswego, OR, 97035
Get directionsHistory
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
Aidan works full-time as a Paraplanner/Investment Adviser Representative at CGC Financial Services, LLC. He is also an Oregon Notary Public, but only performs notary activities for CGC Financial clients and spends minimal time on this.
Employment History
Current Registrations
Cgc Financial Services
Osaic Wealth, INC.Broker
State Registrations1 state
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