Randy Thurman
Randy Thurman is a CFP, PFS-designated registered investment advisor at Retirement Investment Advisors INC, based in Oklahoma City, OK, with 32 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,381 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $9.0M | 0.75% |
| $9.0M - $11.0M | 0.70% |
| $11.0M - $13.0M | 0.65% |
| $13.0M - $16.0M | 0.60% |
| $16.0M - $20.0M | 0.57% |
| $20M+ | 0.57% |
The minimum annual fee based on assets under management is $1,500. Current client relationships exist where the fees are lower than the fee schedule. We may waive our minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Contact
Randy Thurman
Location
2925 United Founders Blvd., Oklahoma City, OK, 73112
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business Activities
Randy is an investment advisor at Retirement Investment Advisors, Inc. and a 50% owner and CEO of Bowie Thurman & Associates LLC, dedicating full-time hours to each. Randy is also an author and receives royalties.
Employment History
Current Registrations
Retirement Investment Advisors INC
Previous Registrations
Fsc Securities Corporation
State Registrations2 states
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.
Exams