Randolph Co. Review


Trust Score 96%
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Randolph Co., federally registered in 1986, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 3 advisors. Randolph Co. manages $622.0 million and provides investment advisory services for 33 clients (1:11 advisor/client ratio).

Randolph Co. requires a $1,000,000 minimum investment and charges a blended rate between 0.90% and 0.65% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 11 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $622.0 million
Average Account AUM $18,849,637
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $9,000
Advisor / Client Ratio 1:11
Headquarters Cincinnati, OH
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 0.90%
$1,000,001 to $2,000,000 0.80%
$2,000,001+ 0.65%


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