Jeffrey Rainer
Jeffrey Rainer is a ChFC-designated registered investment advisor at Lifeworks Advisors, LLC, based in Pagosa Springs, CO, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,479 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifeworks Advisors charges a percentage of your portfolio each year, up to 1.50%. This fee is paid monthly in advance and is based on the value of your account at the end of the prior month. The fee is negotiable and takes into consideration the total amount of assets Lifeworks manages for you. This fee includes the cost of securities transactions, custodial costs, and administrative fees.
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.