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CR

Caroline Grace Rakness

Coppell Advisory Solutions LLC
14 Years of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
Coppell Advisory Solutions LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
87 advisors
Number of Clients
9,336 clients
Average Client Portfolio
$115K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$20K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.5M1.50%
$2.5M+1.50%

Fees negotiable for amounts over $2,500,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2019
Settled
Customer Dispute
March 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Caroline is an insurance agent at Beverly Drive Financial & Insurance Solutions, selling life insurance and annuities since 2020, taking about half of her time. She also teaches basic finance at Torrance Adult School & Santa Monica Community College, dedicating minimal time.

Employment History
Current Registrations
Coppell Advisory Solutions LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Creativeone Wealth, LLC
February 2022 - September 2022 · 7 mos
Searchlight Investments, LLC
March 2015 - March 2021 · 6 yrs
Brookstone Capital Management LLC
June 2011 - December 2014 · 3 yrs 6 mos
American Elite Retirement
July 2010 - June 2011 · 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.