Randy L. Copus And Associates,LLC

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Client assets under management

$34,000,000

Clients

140

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

Fee options

Fixed

Financial Solutions Plan flat fee of $2,950 for assets between $100,000 and $300,000

Percentage

$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

Commissions may be received on insurance products sold by affiliated insurance agents

Project-based

$250 per hour for individual consultations, business planning, and advanced estate planning

Other

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

Most active in

Ohio

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 419-425-5433

Advisors at this firm

Jason F

Series 65

Lakeview, OH

Randy L. Copus And Associates,LLC

Jason Faulder is a financial advisor at Randy L. Copus and Associates, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with the firm since 2014. Outside of his advisory role, he serves as an auxiliary police officer for the Washington Township Police Department. Randy L. Copus and Associates, LLC provides portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm manages approximately $31 million in non-discretionary assets, employing a collaborative process that includes Investment Policy Statements, portfolio reviews, and implementation through third-party managers and custodial programs.

Wealth management

Randy C

Series 63, Series 65

Lakeview, OH

Randy L. Copus And Associates,LLC

Randy Copus is a financial advisor with Randy L. Copus and Associates, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at his current firm since 2003 and has also been affiliated with L.M. Kohn & Company and Life Financial Planning. Randy L. Copus and Associates, LLC provides ongoing portfolio consultation, investment supervisory services, and financial planning primarily for individual clients. The firm emphasizes non-discretionary asset management and uses a collaborative process involving online research tools and portfolio-construction software to tailor Investment Policy Statements and portfolio recommendations.

Wealth management

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