Randazzo Capital Management offers investment management services, including financial consulting, asset allocation, portfolio management, and client reporting. They specialize in understanding the unique goals and requirements of each client and provide customized investment management advice. The firm invests primarily in no-load or low-load mutual funds and exchange-traded funds.
Assets Under Management$23M
Clients59
Advisors1
Avg. per Client$390K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
Client and client’s immediate family accounts may be aggregated for fee breakpoint purposes. At RCM’s discretion, advisory services may be provided without charge to employees and their family members. Randazzo Capital reserves the right to negotiate all fees and terms with clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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