Randolf Albers
Randolf Albers is a registered investment advisor at Advanced Financial Services, based in Scottsdale, AZ, with 29 years of industry experience. Randolf operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.18% |
| $250K - $500K | 2.09% |
| $500K - $2.0M | 2.05% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
8777 N. Gainey Center Dr., #191, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (6)
Customer Dispute
March 2015Regulatory
December 2013Customer Dispute
January 2013Customer Dispute
October 2011Customer Dispute
March 2011Employment Separation After Allegations
January 2011Other Business ActivitiesSells Insurance
Randolf is involved in several businesses, including serving as president and trustee for Albers Family Trust, holding limited interests in oil and gas corporations, and managing N1621T LLC which owns and operates aircrafts. Randolf also dedicates time to selling insurance products through Albers Financial Group Inc., Albers Arizona Agency, John Hancock Life Insurance Inc., Lincoln Financial, and Pacific Life Insurance Co.
Employment History
Current Registrations
Advanced Financial Services
Previous Registrations
Advanced Financial Services
American Independent Securities Group, LLCBroker
American Independent Securities Group, LLC
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
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.