Advisor at Arkell Asset Management, LLC
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Firm
Arkell Asset Management, LLC
Location
Bozeman, MT 59718
Credentials
CFA®
Industry experience
16 years
Timothy Randak is a CFA charterholder and the sole advisor at Arkell Asset Management, LLC in Bozeman, MT, with 15 years of industry experience. He has been with Arkell Asset Management since its founding in 2011. Arkell Asset Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, and retirement plans. The firm follows a strategic asset-allocation approach primarily using passively managed index mutual funds and ETFs, offering multiple service tiers including a low-touch investment management option.
$250.00 per hour for financial consulting, portfolio analysis, account reviews, or a one-time financial plan.
Fee-only: Hourly consulting and financial planning fee is $250.00 per hour.
1143 Stoneridge Drive, Suite 3
Bozeman, MT 59718
Montana · Texas
Arkell Asset Management
2011 - Present (15 years)
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