Randol Curtis is a CFA-designated registered investment advisor at Thryve Wealth Management, based in Jackson, WY, with 8 years of industry experience. Randol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 32 clients with $180M 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 | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and may vary among clients with similar account sizes and objectives. Direct indexing clients pay additional fees starting at 0.30%.
Fee Estimator
Location
1294 Melody Creek Ln, Jackson, WY, 83001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Thryve Wealth Management
Previous Registrations
One Capital Management, LLC
State Registrations2 states
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