Rebecca White is a CFA-designated registered investment advisor at Harrington Investments, INC., based in Napa, CA, with 19 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Socially Responsible Investing. Their firm serves 117 clients with $360M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000. The standard annual investment management fee for Income accounts is as follows: - Up to $2,000,000: 0.75% - $2,000,000 to $5,000,000: 0.50% - More than $5,000,000: 0.25% For portfolios consisting of mutual funds only, the standard annual investment management fee is 1% of assets, which is in addition to the mutual funds’ own fees and expenses.
Fee Estimator
Location
1001 Second Street, Suite 325, Napa, CA, 94559-3030
Get directionsHistory
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
Rebecca owns rental property since 2006 and is a member of Yellow Jacket Eatery LLC, a restaurant, since 2021. She spends minimal time on the rental property and a few hours per week on the restaurant.
Employment History
Current Registrations
Harrington Investments, INC.
Previous Registrations
Victory Capital Advisers, INC.Broker
Rs Funds Distributor LLCBroker
Guardian Investor Services LLCBroker
Pfpc Distributors, INC.Broker
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.