Alexander Randolph Advisory INC

Assets Under Management

$363.8M

Number of Clients

144

Number of Advisors

3

Avg. Portfolio per Client

$2.5M

Avg. Managed per Advisor

$121.3M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

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.

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$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
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
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Location

8200 Greensboro Drive, Suite 1125, Mclean, VA, 22102

3 Advisors at this firm