Alexander Randolph Advisory Inc

Alexander Randolph Advisory, Inc., established in 1991 and located in McLean, VA, specializes in providing investment and wealth management services to individuals, trusts, retirement plans, and charitable organizations. The firm offers tailored investment management services based on clients' financial needs, objectives, and risk tolerance, as outlined in an investment policy statement. Services include wealth management, financial planning, retirement planning, tax planning, and insurance evaluation. Investment management is provided on both discretionary and non-discretionary bases, with fees based on a percentage of assets under management. The fee schedule is 1% of the first $500,000 of assets and 0.5% for amounts exceeding $500,000, with occasional discounts for large portfolios. The firm does not accept performance-based fees and primarily manages individual investor accounts, with a minimum annual fee of $5,000. Investment strategies involve fundamental securities analysis to identify securities with above-average return potential or below-average risk. The firm's employees may invest in the same securities as client portfolios, and proxy voting is conducted in clients' best interests. Alexander Randolph Advisory, Inc. does not require prepayment exceeding $1,200 or solicit state registration.