Randy L. Copus and Associates,llc
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Randy L. Copus & Associates, LLC offers portfolio consultations based on individual client goals, time horizon, and risk tolerance. They help clients construct and maintain securities portfolios, creating an Investment Policy Statement to match each client's specific situation. They limit their investment advice to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, insurance products including annuities, and government securities.
Assets Under Management$30M
Clients125
Advisors2
Avg. per Client$240K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5M+ | 1.05% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...