Randy Barkley
Randy Barkley is a CFP-designated registered investment advisor at Tricord Advisors, INC., based in Riverside, CA, with 25 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 428 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TriCord Advisors manages investments through several programs:
- Individual Portfolio Management: Fees range from 0.3% to 1.95% of your portfolio annually. A minimum portfolio size of $500,000 is required, resulting in a $6,000 minimum annual fee, though this may be negotiable.
- Model Portfolio Management: Fees range from 0.3% to 1.95% of your portfolio annually. A minimum annual fee of $6,000 is required, though this may be negotiable.
- Manager Selection Program: Fees range from 0.3% to 1.95% of your portfolio annually. This fee does not include the fees charged by the independent investment advisor managing the account.
Location
6772 Magnolia Ave., Riverside, CA, 92506
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2000Other Business ActivitiesSells Insurance
Randy is a licensed real estate and insurance agent, selling annuities, long-term care, and life insurance, and may receive commissions on real estate transactions. He also has a wholesale auto dealer license since 2007, dedicating minimal time to it.
Employment History
Current Registrations
Tricord Advisors, INC.
Previous Registrations
Liberty Group, LLC
Liberty Group, LLC
Primevest Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.