RM
RM

Randall Mcdole

15 Years of Experience
Bradenton, FL
Sells Insurance

Randall Mcdole is a registered investment advisor at MD Investment Advisors, based in Bradenton, FL, with 15 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 130 clients with $34M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
130 clients
Average Client Portfolio
$265K average
Assets Under Management
$34.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $200K2.00%
$200K - $300K1.75%
$300K - $400K1.50%
$400K - $500K1.25%
$500K+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bradenton, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Randall works at McDole Edge Corporation, an insurance agency specializing in property and casualty insurance, dedicating nearly full-time hours to this role. He also spends about 10% of his time with DLGT Incorporated, a Great Clips hair salon franchise.

Employment History
Current Registrations
MD Investment Advisors
February 2011 - Present · 15 yrs 2 mos
State Registrations2 states
MDNC
Advisor

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
No exam information available for this advisor.