Randy L. Copus And Associates,LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$34,000,000
Total clients
140
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
70
Average account size
$242,857
About
Randy L. Copus & Associates, LLC provides ongoing investment advisory and financial planning services primarily to individual clients as well as pension plans, trusts, estates and charitable organizations. The two-advisor firm offers portfolio consultations, portfolio review and planning services and works with clients through documented Investment Policy Statements and regular client dialogues.
The firm uses charting, fundamental and technical analysis to inform recommendations and engages clients with online research tools and portfolio construction software. Rather than exercising trading discretion, the firm typically provides non‑discretionary supervisory services and refers clients to third‑party managers to implement investment strategies.
Noteworthy aspects include that nearly all reported assets under management are non‑discretionary (discretionary $0, non‑discretionary $31,000,000 as of 06/2024) and the firm may receive commissions for insurance product sales as well as referral fees and non‑cash compensation from custodial/manager partners such as SEI, Loring Ward and Gradient Investments. The firm does not custody client assets, does not aggregate block trades, and does not generate its own periodic account reports for clients.
Client services
Expertise
Fee options
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
Main office location
Randy L. Copus And Associates,LLC
180 South Main Street
Lakeview OH 43331, United States
Number of offices
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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