Advisor at Randy L. Copus And Associates,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
Randy L. Copus And Associates,Llc
Location
Lakeview, OH 43331
Credentials
Series 65
Industry experience
10 years
Financial Solutions Plan flat fee of $2,950 for assets between $100,000 and $300,000
$0 - $100,000: $100,000 - $300,000: $2,950 flat fee $300,000+: 1% annually $0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.20% $2,500,001 - $5,000,000: 1.10% $5,000,001+: 1.05%
Commissions may be received from insurance products sold by affiliated persons
$250 per hour for Individual Consultations, Business Planning, and Advanced Estate Planning
Minimum fee: $2,950 flat fee for assets between $100,000 and $300,000 Fee-only: Individual Consultations, Business Planning and Advanced Estate Planning at $250/hour
Randy L Copus and assocaites LLC
2014 - Present (12 years)
Washington Twp. Police
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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