Randy KurtzCRD Number: 4579297
Current Firm: Upper Left Wealth Management, 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.
- Charitable planning
- Estate planning
- Tax planning
- Employer retirement plans
- Debt management
- Social security and retirement income
- Indexing / passive investing
- Investment management
- Buying a home
- Career change
- Retirement planning
- Sudden wealth
- Baby boomers
- Gen X
- Approaching retirement
- Mid-career professionals
- Business executives
- Education professionals
- Finance professionals
- Government employees
- Legal professionals
- Medical professionals
- Sales professionals
- Small business owners
- Technology professionals
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.
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.
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.
|Betavisor, LLC||Chicago, IL||May 2017 - Current||5|
|Betafrontier, LLC||Chicago, IL||Oct 2005 - Jun 2017||11|
|Supernova Wealth Management, LLC||Chicago, IL||Aug 2015 - May 2017||1|
|Broadarch Capital, LLC||New York, NY||Feb 2012 - Feb 2014||2|
|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|
Total Assets Under Management121MILLIONS
Total Number of Accounts290ACCOUNTS
Average Account Value$417,341
CA, FL, NJ, NY, TX, VA
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.
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.