Rachel Leman
Rachel Leman is a CFP-designated registered investment advisor at Northwest Financial Services INC, based in Indianapolis, IN, with 8 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, Investment Management, and 2 more. Their firm serves 375 clients with $550M 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 | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
Fee schedule shown is for new clients after 1/1/2025. Some existing clients (prior to 1/1/2025) have a different fee schedule: Up to $1,000,000: 0.9%; $1,000,000 to $2,000,000: 0.7%; $2,000,000 to $5,000,000: 0.5%; Over $5,000,000: 0.3%. The annual minimum fee is negotiable and sometimes a flat fee may be negotiated.
Fee Estimator
Location
9333 N Meridian St Ste 300, Indianapolis, IN, 46260
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 ActivitiesSells Insurance
Rachel maintains an insurance license and spends minimal time evaluating and recommending insurance for clients. She obtained her insurance license in 2017.
Employment History
Current Registrations
Northwest Financial Services INC
State Registrations2 states
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.