Randolph CO INC
Assets Under Management
$940.9M
Number of Clients
52
Number of Advisors
4
Average Client AUM
$18.1M
AUM per Advisor
$235.2M
Compensation
Fee-Only (AUM)
About This Firm
The Randolph Company (RCO) provides discretionary portfolio management services tailored to clients' unique goals, needs, and risk tolerances. RCO primarily invests in equities, ETFs, mutual funds, and bonds. They offer ongoing portfolio monitoring, investment strategy, asset allocation, and risk tolerance assessment. RCO may provide financial planning at no additional cost.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fees may be negotiable for household accounts aggregating more than $3,000,000.
Fee Estimator
The annual investment advisory fee is based on the market value of your managed account and billed quarterly. The fee is 0.90% on the first $1,000,000, 0.80% on the next $1,000,000, and 0.65% on all funds thereafter. The minimum annual fee is $750, which may be waived. Fees are prorated for deposits, withdrawals, and terminations. Fees may be negotiable for household accounts aggregating more than $3,000,000.
Areas of Practice
Location
4200 Malsbary Road, Cincinnati, OH, 45242