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
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
Areas of Practice
Location
8200 Greensboro Drive, Suite 1125, Mclean, VA, 22102