RK

Randal Ray Korth

15 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
2,130 clients
Average Client Portfolio
$574K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$180K
Financial Plan Fee:$100 - $20,000
Hourly Rate:Up to $500/hr

ACG charges fees for investment management based on a percentage of assets under management, up to 1.75%. Referral advisors may receive up to 50% of ACG's management fee. Flat Fee – Outside Account Advice is $150 per outside account annually. Financial planning fees are billed hourly (up to $500/hour), fixed (up to $20,000), or as a percentage of assets under advisement (up to 1.75%), with a minimum fee of $100, which is negotiable. Retirement Plan Advisory fees are a maximum of 1.0% of plan assets, with a minimum fee of $500, also negotiable. Estate planning fees range from $125 to $1,250. Tax preparation fees start at $400 for a simple return.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

10050 Regency Cir., Suite 500, Omaha, NE, 68154

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Allen Capital Group, LLC
January 2018 - Present · 8 yrs
Previous Registrations
Mariner Wealth Advisors, LLC
October 2017 - January 2018 · 3 mos
Mariner Institutional Consulting, LLC
September 2015 - December 2015 · 3 mos
Montage Securities, LLCBroker
October 2012 - January 2018 · 5 yrs 3 mos
Securities Service Network, INC.Broker
February 2011 - October 2012 · 1 yr 8 mos
Mariner Wealth Advisors
March 2010 - January 2018 · 7 yrs 10 mos
Qa3 Financial CORP.Broker
March 2010 - February 2011 · 11 mos
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.
Randal Ray Korth - Financial Advisor | AdvisorDiscover