Eric Randolph is a CFP-designated registered investment advisor at Steigerwald, Gordon & Koch - Wealth Advisors, based in Leesburg, VA, with 25 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 688 clients with $1.2B 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable and may vary based on several factors. Clients referred by Schwab will be billed at 0.75% on the first $1M.
Fee Estimator
Contact
Eric Randolph
Location
893-A Harrison Street, S.E., Leesburg, VA, 20175
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Steigerwald, Gordon & Koch - Wealth Advisors
Previous Registrations
Hopwood Financial Services, INC.
T. Rowe Price Advisory Services, INC.
Charles Schwab & CO., INC.
State Registrations3 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.