Jeffrey Rainer
Jeffrey Rainer is a ChFC-designated registered investment advisor at Lifeworks Advisors, LLC, based in Pagosa Springs, CO, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,814 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is up to 1.50% annually of the assets under management and is negotiable based on the aggregate assets under management with Lifeworks Advisors.
Fee Estimator
Location
Pagosa Springs, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Jeffrey is a licensed insurance agent, spending about 10% of his time on insurance sales. He also owns Rainer Financial LLC and is a Wealth, Insurance, and Tax Strategist at Peak Vision Consulting LLC, spending about 10% and 5% of his time, respectively.
Employment History
Current Registrations
Lifeworks Advisors, LLC
Previous Registrations
Avaii Wealth Management, LLC
Private Client Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Banc One Securities CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
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