Randall Stone Financial offers personalized investment consulting, comprehensive financial planning, tax preparation and planning, and real estate investment advisory services. Led by Randall Stone, the firm works closely with clients to understand their financial status, goals, and risk tolerance in order to develop customized investment strategies and financial plans. In addition to traditional portfolio management and retirement planning, Randall Stone Financial provides specialized guidance on real estate holdings, development processes, and tax services. The firm operates with a focus on acting in the best interest of clients while maintaining transparency regarding potential conflicts of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees are negotiable on a client-by-client basis.