Betavisor was founded with one simple aim; to reduce risk without harming expected returns. We do this through our DataDriven Process.
A nationally recognized expert on risk who's obsessed with statistics, Randy challenges conventional wisdom around risk, return, diversification, asset allocation and financial planning. He developed the DataDriven Process to create portfolios to maximize the odds of success while minimizing excess risk taken.
He has been profiled in Forbes, The New York Times and The Wall Street Journal. Barron’s ranked his firm as the Number 1 performing separate accounts manager in the United States in the third quarter of 2011. He holds an M.B.A. in finance from Columbia Business School and a B.S.B.A. in finance from Washington University in St. Louis. Also, Randy is a member of Mensa and is a CFP®.
Our fee is structured on a sliding scale. The average advisor charges 1% on assets under management. A typical client of Betavisor with 3 million dollars under management pays around half of that.
There is a 0.95% fee on the first $500,000 in assets.
There is a 0.75% fee on assets from $500,001 to $1,000,000.
There is a 0.50% fee on assets from $1,000,001 to $5,000,000.
There is a 0.35% fee on assets $5,000,000 and up.
The biggest mistake investors make is looking backward at performance and thinking it’ll recur in the future. – John Bogle
Contrary to other advisors, we don't share past performance because it’s not indicative of future returns. We are in the practice of selling a sound investing process alongside superior service.
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