Randall Daniel
Advisor at Center For Wealth Management Advisory
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.
Advisor at Center For Wealth Management Advisory
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.
Location
Adairsville, GA
Credentials
Series 66
Industry experience
19 years
Randall Daniel is a financial advisor with Center For Wealth Management Advisory, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at LPL Financial LLC and Cambridge Investment Research Advisors Inc. He serves as a board member for Relief for Kids in Haiti, a nonprofit organization operating a school and orphanage in Haiti. Center for Wealth Management serves individual clients, including high-net-worth individuals, as well as retirement plans and institutional clients, offering financial planning, consulting, and portfolio management through various managed-account options. The firm employs strategic and tactical asset-allocation models tailored to clients’ goals and risk tolerance, and sponsors both wrap-fee and non-wrap investment programs.
Based on Center For Wealth Management Advisory
Based on Center For Wealth Management Advisory
Financial planning flat fees range from $0 to $15,000
$0+: Up to 2.5% annually for Custom Investment Management I and II (tiering not explicitly stated but fees vary by account size) $10,000+: 2.5% annually for Optimum Market Portfolios (OMP) $25,000+: Up to 2.83% annually for Model Wealth Portfolios (MWP), including advisor fee up to 2.00%
Commissions and insurance commissions may be charged separately for implementation of advisory recommendations
Up to $400 per hour for hourly consulting services
Account minimum: $100,000 Minimum fee: Financial planning flat fee ranges from $0 to $15,000; hourly consulting up to $400 per hour Fee-only: Financial planning and hourly consulting fees charged on a flat fee or hourly basis
Adairsville, GA
Florida · Georgia
LPL Financial
2017 - 2020 (3 years)
Center for Wealth Management LLC
2017 - Present (9 years)
Cambridge Investment Research Advisors Inc
2015 - 2017 (2 years)
Cambridge Investment Research Inc
2015 - 2017 (2 years)
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Accountant / CPA / tax prep
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Bank
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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