Rachel Gustafson is a CFP-designated registered investment advisor at Financial Investment Team ("fit"), based in Portland, OR, with 11 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 3 more. Their firm serves 303 clients with $210M 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 | 1.60% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
The firm may also charge some legacy clients pursuant to a different fee schedule: The first $250,000: 1.10%, The next $250,000: 0.95%, The next $500,000: 0.90%, The next $1,000,000: 0.85%. The firm may also provide financial planning services to its investment advisory clients, the cost of which may be included in its advisory fees.
Fee Estimator
Location
15350 SW Sequoia Pkwy, Suite 150, Portland, OR, 97224
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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 an Investment Advisor Representative with Financial Investment Team, providing financial services since 2019. This activity takes nearly full-time hours.
Employment History
Current Registrations
Financial Investment Team ("fit")
Peak Brokerage Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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