Randy Kurtz, financial advisor Chicago IL
104 score

Randy Kurtz

CRD Number: 4579297
Current Firm: Betavisor, LLC
Compensation Model: Fee Only

Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betavisor, LLC in Chicago, IL and has over 15 years of experience in the finance industry.

 

Betavisor was founded with one simple aim; to reduce risk without harming expected returns. Our clients are focused on "locking in" their retirement pace through diversification and tax management.

 

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.

CONTACT
Advisory Practice Details
Services Offered:
  • Charitable planning
  • Estate planning
  • Tax planning
  • Employer retirement plans
  • Budgeting
  • Debt management
  • Social security and retirement income
  • Indexing / passive investing
  • Investment management
  • Buying a home
  • Career change
  • Divorce
  • Retirement planning
  • Sudden wealth
Customer Specialties:
  • Baby boomers
  • Gen X
  • Approaching retirement
  • Mid-career professionals
  • Retirees
  • Widow(er)s
  • Business executives
  • Education professionals
  • Entrepreneurs
  • Finance professionals
  • Government employees
  • Legal professionals
  • Medical professionals
  • Military
  • Sales professionals
  • Small business owners
  • Technology professionals
Investment Strategy:

Our DataDriven Process™ is a mathematical system created to allocate assets and lower volatility. Developed to reduce a portfolio's risk, our process can improve your odds of survival and allows us to make more informed choices. Our strategy has been profiled in Forbes (see our website for more information). We don't believe in using a crystal ball to preduct the future, instead we rely on math, finance,a nd diversification when allocating an investment portfolio.

Pricing Model:

We charge based on assets managed by our firm.

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.

Planning Process:

Face the future with confidence, knowing you won't outlive your money.

 

Planning for retirement means monitoring your pace and mapping the road ahead. With proper planning, you can be confident of your current path, better allocate assets to help achieve your goals, and spend more time focused on your bucket list than on the markets. 

 

We use Monte Carlo simulations, as well as advanced tax strategies to minimize tax burdens over time.

Company Name Location Dates Years
Betavisor, LLC Chicago, IL Jun 2017 - Current 1
Betafrontier, LLC Chicago, IL Oct 2005 - Jun 2017 11
Degree School Major Graduation Date
Master of Business Administration Columbia University Finance May 2002
Bachelor of Science Washington University in St. Louis Finance May 1997
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Randy D. Kurtz
Phone Number:
Advisor Website: https://betavisor.com/
Firm Website: http://www.betavisor.com
Registered State(s):
  • IL
  • NJ
  • NY
Current Firm Details
Betavisor, LLC
Firm's CRD Number: 288762
By the Numbers
  • Total Assets Under Management
    66
    MILLIONS
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $375,349
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, IL, NJ, NY

Firm Disclaimer:

No Offer or Solicitation Regarding Securities

This information is provided for general information and educational purposes only and does not constitute an offer or a solicitation of an offer of any investment product  or service. Betavisor does not intend to solicit and is not soliciting, any action with respect to any product, service or any other contractual relationship.

 

The Contents have not been approved or disapproved by any securities commission or regulatory authority in the United States or any other jurisdiction, and Betavisor  expressly disclaims any duty on it to make disclosure or any filings with any securities commission or regulatory authority, beyond that imposed by applicable laws. The  Contents are neither sufficient for, nor intended by Betavisor to be used in connection with, any decision relating to the purchase of any product or service.

 

Betavisor is a registered investment advisor. Past performance is is not necessarily indicative of future performance.

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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