Randall Financial LLC offers investment management and financial planning services. Investment management involves ongoing advice based on a client's individual needs and goals. Financial planning covers various areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Financial planning is offered as an ongoing service or a one-time project.
Assets Under Management$14M
Clients38
Advisors1
Avg. per Client$360K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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