Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.5% to 2.0% annually, based on assets under management. Financial planning fees are either hourly ($175-$650/hour) or fixed ($1,250-$10,000/year), depending on the arrangement. A minimum of $100,000 in assets is generally required for investment management services, but this may be negotiable. They may reduce or waive the hourly fee and/or the minimum fixed fee if a financial planning client chooses to engage them for Portfolio Management Services.
Areas of Practice
Advisor Information
Office location
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Randall is the Vice President of Alliance Financial Group, Inc., a management/parent company, since 1998, dedicating minimal time. He is also the VP/Manager of Westlake Professional Building Partners, LLC, overseeing the owner-occupied building, also dedicating minimal time.