Assets Under Management
$940.9M
Number of Clients
52
Number of Advisors
4
Average Client AUM
$18.1M
AUM per Advisor
$235.2M
Compensation
Fee-Only (AUM)
The Randolph Company provides discretionary portfolio management to help clients pursue their unique goals, needs and risk tolerances. They invest primarily in equities, and may also invest in ETFs, mutual funds, bonds and/or other asset classes. Financial planning and consulting services are provided at no additional cost when requested by the client.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fees are negotiable for household accounts aggregating more than $3,000,000.
4200 Malsbary Road, Cincinnati, OH, 45242