Advisor at Winslow Financial LLC
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Firm
Winslow Financial LLC
Location
Lake Bluff, IL 60044
Credentials
Series 65
Industry experience
17 years
Randolph Herzfeld is a financial advisor at Winslow Financial LLC with 17 years of industry experience. He holds a Series 65 designation and is the principal and founder of ActualWise Consulting LLC, an actuarial consulting firm. His prior experience includes roles at PRM Consulting Group, Centene, and Optum. Winslow Financial LLC advises individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans, providing investment management and financial planning services. The firm employs a Modern Portfolio Theory approach with a focus on asset allocation and diversification, managing accounts on a non-discretionary basis for approximately 170 clients.
Based on Winslow Financial LLC
Financial planning fixed fees ranging from $250 to $40,000 or more
0.00% to 1.50% annually
$50 to $400 per hour
Fee-only: Hourly fees range from $50 to $400 per hour; Fixed fees range from $250 to $40,000 or more for financial planning
11 N Skokie Hwy, Suite 306
Lake Bluff, IL 60044
Illinois
PRM Consulting Group
2020 - 2021 (1 year)
ActualWise Consulting LLC
2019 - Present (7 years)
Centene
2018 - 2019 (1 year)
Optum
2013 - 2018 (5 years)
Winslow Financial LLC
2008 - Present (18 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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