Betavisor was founded with one simple aim; to reduce risk without harming expected returns. We do this through our trademarked 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.
My fee is structured on a sliding scale. The average advisor charges 1% on assets under management. My typical client with 3 million dollars under management pays around half of that. Let me know if these fee's are not lower than what you're currently paying.
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.
I pay for the trading fees and commissions when I make trades on behalf of my clients.