Alexander Randolph Advisory provides investment management services, managing client portfolios on an ongoing basis. They also offer wealth management and financial planning services, including retirement planning, tax planning, college funding, and insurance evaluation. Investment strategies are tailored to each client's financial needs, objectives, and risk tolerance, as outlined in an investment policy statement. Services are offered on both a discretionary and non-discretionary basis.
Assets Under Management$360M
Clients144
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$180M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Clients with large portfolios may be offered a discounted fee equal to 0.5% of all assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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