RB
RB

Rachel M Boyell

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
3,155 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$6,000
Loading...

Location

8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102

Get directions

History

Regulatory History
Clean regulatory record

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 a Director at Cassaday & Co Wealth Management, LLC since 2014, where she manages research, trading, and investment operations. This is a full-time role.

Employment History
Current Registrations
Cassaday & Company, INC.
September 2023 - Present · 2 yrs 5 mos
Osaic Wealth, INC.Broker
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Osaic Wealth, INC.
September 2023 - September 2024 · 1 yr
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.