Randall & Associates Wealth Management provides investment management and financial advisory services to individuals, high net worth individuals, family entities, non-profit organizations, foundations, and businesses/corporations. They work with clients to determine their investment objectives and risk profile, then develop and execute a customized investment plan. Services include investment and wealth management, and financial planning and consulting.
Assets Under Management$170M
Clients166
Advisors3
Avg. per Client$1M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees for non-discretionary investment management services are 0.25% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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