Randall Nelson is a registered investment advisor at The Baker Group, LP, based in Tulsa, OK, with 33 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.01% |
| $10.0M - $20.0M | 0.01% |
| $20.0M - $30.0M | 0.00% |
| $30.0M - $40.0M | 0.00% |
| $40.0M - $50.0M | 0.00% |
| $50M+ | 0.00% |
Fees are negotiable for amounts over $50,000,000
Fee Estimator
Location
1302 East 3rd Street, Tulsa, OK, 74120
Get directionsHistory
Regulatory History (1)
Regulatory
January 1999Other Business Activities
Randall is the president and 100% owner of Warren Capital Corp, a holding company for oil and gas leases, dedicating minimal time. He is also the chairman and 50% owner of Sudbury Transportation, Inc., and a managing partner at Chasin Energy LLC, both requiring minimal time.
Employment History
Current Registrations
The Baker Group, LP
The Baker Group, LP
The Baker Group, LPBroker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Warren Capital, CORP.
Wells Nelson & Associates, L.L.C.Broker
Wells Nelson & Associates, L.L.C.
Bosc, INC.Broker
Leo Oppenheim & CO., INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
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.