Rainey & Randall Wealth Advisors provides investment management and financial planning services to individuals, families, and businesses. Rainey & Randall focuses on building long-term wealth through tailored asset allocations using exchange-traded funds, mutual funds, stocks, and bonds. Rainey & Randall's approach emphasizes understanding each client's unique values and life goals to design financial strategies that align with their risk tolerance and time horizon. In addition to portfolio management, Rainey & Randall offers comprehensive financial planning covering retirement, taxes, estate planning, education funding, insurance, and real estate. Rainey & Randall acts in the best interest of clients as a registered investment advisor and tailors its strategies to help clients preserve and grow their assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.20% |
Fees are negotiable within each tier based on portfolio size and complexity.