The Randolph Company offers ongoing portfolio management services tailored to each client's specific goals, time horizon, and risk tolerance. The firm invests primarily in individual stocks, along with exchange-traded funds, mutual funds, and bonds. The Randolph Company follows a value-investing strategy focused on high-quality companies with low debt and strong industry leadership. In addition to investment management, the firm provides financial planning and consulting services as requested by clients at no extra cost. The Randolph Company primarily serves individuals, high-net-worth families, trusts, foundations, and business entities.
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% |
Household accounts aggregating more than $3,000,000 are subject to a negotiated fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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