Linda Rachel is a registered investment advisor at Guardian Capital Group LLC, based in Cornville, AZ, with 22 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 54 clients with $12M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
Cornville, AZ
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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
Linda is a partner in DA Vines Vineyard LLC, a family-owned farm/vineyard/winery, since 2016. She assists with viticulture and devotes no time to the business during securities trading hours.
Employment History
Current Registrations
Guardian Capital Group LLC
Previous Registrations
Beacon Wealth Management, LLC
Denk Investment Advisory
Jefferson Pilot Securities CORP
Denk Investment Advisory
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.