Advisor at Strategic Investment Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Investment Solutions, LLC
Location
Bluffton, SC
Credentials
Series 63, Series 65
Industry experience
21 years
Arthur Randall is a financial advisor with Strategic Investment Solutions, LLC in Bluffton, SC. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including ten years at Lexington Wealth Management, Inc. Outside of advising, he is the sole proprietor of Ethos Advisory Property Management, a real property management business. Strategic Investment Solutions provides financial planning and portfolio advisory services to individuals and charitable organizations. The firm’s investment approach focuses on asset allocation through SEI Investments Company platforms and subadvisors, emphasizing tax-managed portfolios, tactical ETFs, separately managed accounts, and income-focused solutions.
Based on Strategic Investment Solutions, LLC
Based on Strategic Investment Solutions, LLC
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.40%
$150 per hour
Account minimum: $150,000
Bluffton, SC
Massachusetts · South Carolina
Strategic Investment Solutions, LLC
2018 - Present (8 years)
Lexington Wealth Management, Inc.
2009 - 2019 (10 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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