Rachel Jennison
Rachel Jennison is a CFP-designated registered investment advisor at Paysse Jennison Financial Advisors, Paysse Jennison, based in Mercer Island, WA, with 24 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.82% |
| $750K+ | 0.64% |
Fees may be negotiated at the discretion of Paysse Jennison, Inc. The negotiated fee could include waiving the $1500 minimum, a lower percentage than the stated fee schedule, or a flat fee based on the hourly rate and anticipated specified work.
Fee Estimator
Location
9311 SE 36th Street Suite 206, Mercer Island, WA, 98040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Paysse Jennison Financial Advisors, Paysse Jennison
State Registrations1 state
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