Advisor at TCP Asset Management, LLC
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Firm
TCP Asset Management, LLC
Location
Upper Arlington, OH 43220
Credentials
Series 66
Industry experience
5 years
Benjamin Randall is a financial advisor at TCP Asset Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase, Morgan Stanley, and Equitable Advisors. Outside of his advisory role, Randall has been a professional player in the Premier Lacrosse League since 2018. TCP Asset Management advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management and financial planning services, employing both fundamental and technical analysis with a long-term trading focus.
Based on TCP Asset Management, LLC
Fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
All Assets+: 2.00% maximum annual fee for Portfolio Management All Assets+: 2.00% maximum annual fee for Pension Consulting
IARs receive commissions for sale of investment products; commissions are not primary compensation source.
Hourly fees between $0 and $500 for pension consulting; between $0 and $1,000 for financial planning.
Fee-only: Negotiable fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
5000 Horizons Drive
Upper Arlington, OH 43220
Ohio
United Planners Financial Services
2022 - Present (4 years)
TCP Asset Management
2022 - Present (4 years)
JPMorgan Chase
2022 - 2022 (1 year)
Morgan Stanley
2020 - 2022 (2 years)
Equitable Advisors
2019 - 2020 (1 year)
Premier Lacrosse League
2018 - Present (8 years)
Trust Navigator/Superior Capital Management
2018 - 2018 (1 year)
OSU Lacrosse
2017 - 2018 (1 year)
Ohio State University
2016 - 2018 (2 years)
Jimmy John's
2016 - 2016 (1 year)
Stony Brook University
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
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