Randolph Elder, a Certified Financial Planner, provides investment advice, financial planning, and manages investment portfolios. Financial planning involves understanding your financial goals and circumstances through discussions and reviews of your financial information. Portfolio management includes investments in stocks, bonds, mutual funds, and exchange traded funds.
Assets Under Management$18M
Clients30
Advisors1
Avg. per Client$600K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management
Randolph Elder charges a percentage of your portfolio each year for investment management. The fee ranges from 0.25% to 1.5% depending on the size and complexity of your account. The fee is payable at the end of each quarter. Financial planning is included at no extra cost for investment management clients.
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