Rachel Ivanovich is a registered investment advisor at Wwm Financial, based in Carlsbad, CA, with 5 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 545 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For accounts in the aggregate of more than $10,000,000, a flat annual fee can be arranged on a case-by-case basis. Flat fees are negotiable and billed quarterly in advance. Adjustments will not be made for withdrawals and will not exceed the equivalent of an annualized 1.50% of account balances.
Fee Estimator
Location
2131 Palomar Airport Rd #330, Carlsbad, CA, 92011
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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 →Other Business Activities
Rachel is the president/owner/enrolled agent of Easy Life Management, a tax and accounting firm, since 2006. This non-investment-related activity takes about half of Rachel's time during business hours and involves tax planning and consulting.
Employment History
Current Registrations
Wwm Financial
Previous Registrations
H&r Block Financial Advisors, INC.
American Express Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.