Randall Wealth Advisors refers clients to third-party money managers. Randall Wealth Advisors helps clients determine their risk tolerance and investment objectives and recommends third-party money managers. Randall Wealth Advisors answers client questions and acts as a communication link between the client and the third-party money manager. Randall Wealth Advisors does not provide investment advice on individual investments.
Fee Structure
Randall Wealth Advisors does not directly manage investments. Instead, Randall Wealth Advisors refers clients to third-party money managers who manage client assets. The fees charged by the third-party managers may range up to 2% of the assets managed. Randall Wealth Advisors receives approximately 40% to 60% of the fees charged by the third-party money managers.