How does the advisor help clients – Key Takeaways:
RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. is a leading investment management firm that prides itself on providing top-notch financial expertise for its clients. The firm offers a wide range of services and personalized solutions to help clients meet their unique financial goals.
- The financial advisors at RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. have a wealth of experience and knowledge in the industry.
- They work closely with clients to understand their financial goals and create customized investment strategies.
- The firm regularly monitors and adjusts portfolios to adapt to changing market conditions and help clients reach their financial goals.
Facts and Insights
Founded: 2005
Headquarters: New York City, NY
Number of offices: 4
Total assets under management: $1.2 billion
Number of advisors: 25
Assets Under Management, Number of Advisors and Time in Business:
| As of 2020 | |
| Total Assets Under Management | $1.2 billion |
| Number of Advisors | 25 |
| Years in Business | 15 |
Financial Services Offered
RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. offers a variety of financial services to cater to the unique needs of its clients. These services include:
- Retirement planning
- Portfolio management
- Estate planning
- Tax planning
- Risk management
- Wealth transfer
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Retirees
- Small business owners
- Corporate executives
Fees & Compensation
RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. operates on a fee-based model, which means that the firm’s compensation is based on a percentage of the assets under management. This aligns the interests of the firm and its clients, as the better the investments perform, the more the firm earns.
Background
RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. was founded in 2005 by financial experts John Rainey and Melissa Randall. The firm has since grown to become a highly reputable investment management firm, with offices in New York City, Los Angeles, Miami, and Chicago. The firm’s success can be attributed to its team of experienced advisors and its commitment to providing personalized and high-quality services to its clients.
Financial Advisor Disclosures to Know
RAINEY & RANDALL INVESTMENT MANAGEMENT, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is required to act in the best interests of its clients and provide full and fair disclosure of all material facts relating to its services. The firm has a clean record, with no disciplinary action or sanctions from regulatory bodies.