RANDA Wealth Strategies provides investment advice and financial planning to individuals, families, and businesses. Investment management is offered on a non-discretionary basis, meaning RANDA Wealth Strategies will obtain client approval before executing any transactions. Financial planning services include core, premier, and elite planning options, as well as ongoing financial planning and hourly consulting.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $600K | 0.90% |
| $600K - $700K | 0.85% |
| $700K - $800K | 0.80% |
| $800K - $900K | 0.70% |
| $900K - $1.0M | 0.60% |
| $1M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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