Advisor at Randy L. Copus And Associates,LLC
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Firm
Randy L. Copus And Associates,LLC
Location
Lakeview, OH 43331
Credentials
Series 63, Series 65
Industry experience
25 years
Randy Copus is a financial advisor with Randy L. Copus and Associates, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at his current firm since 2003 and has also been affiliated with L.M. Kohn & Company and Life Financial Planning. Randy L. Copus and Associates, LLC provides ongoing portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm emphasizes non-discretionary asset management and uses a collaborative process involving online research tools and portfolio-construction software to tailor Investment Policy Statements and portfolio recommendations.
Based on Randy L. Copus And Associates,LLC
Financial Solutions Plan flat fee of $2,950 for assets between $100,000 and $300,000
$100,000 - $300,000: Flat $2,950 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 on insurance products sold by affiliated insurance agents
$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: Hourly fees at $250/hour for consultations, business planning, and advanced estate planning
180 South Main Street, P.O. Box 281
Lakeview, OH 43331
Ohio
Randy L. Copus & Associates, LLC
2003 - Present (23 years)
L.M. Kohn & Company
2000 - Present (26 years)
Life Financial Planning
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 65
Lakeview, OH
Randy L. Copus And Associates,LLC
Series 63
Lakeview, OH
VestGen Investment Management
Series 65
Bellefontaine, OH
Money Concepts Capital Corp
Series 63, Series 65
Bellefontaine, OH
Money Concepts Capital Corp
Series 63, Series 65
Bellefontaine, OH
The huntington Investment company
Series 66
Bellefontaine, OH
Money Concepts Capital Corp
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