| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Las Vegas, NV
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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 →Randall is an IAR for TCFG Investment Advisors, LLC and associated with TCFG Wealth Management, spending about a third of his time there. He is also licensed as an insurance agent selling insurance products through TCFG Insurance Solutions, LLC, dedicating a few hours per week to this activity. Additionally, Randall is involved with RLR 2020 Ventures LLC, managing a cabin rental on Airbnb, dedicating a few hours per week.