The Randolph Company offers investment management services to individuals, high net worth individuals and families, trusts, foundations, and business entities. The firm focuses on understanding each client's unique goals, risk tolerance, and time horizon to create a personalized investment strategy. They primarily invest in equities, but may also use exchange-traded funds, mutual funds, and bonds. The Randolph Company may also provide financial planning services at no additional cost.
Assets Under Management$1.1B
Clients59
Advisors4
Avg. per Client$18M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fees may be negotiable for household accounts aggregating more than $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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