Rebecca Neils is a CFP-designated registered investment advisor at Robertson Stephens, based in Denver, CO, with 25 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,060 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Robertson Stephens charges a percentage of your portfolio to manage your investments. The exact percentage is negotiable and depends on the size and complexity of your account, but typically ranges from 0.10% to 2% per year. The fee is calculated based on the value of your investments at the end of each calendar quarter and is typically deducted directly from your account.
Location
1741 N High St, Denver, CO, 80218
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca owns multiple rental properties. She spends about 10-20% of her time managing these properties.
Employment History
Current Registrations
Robertson Stephens
Previous Registrations
Ratio Wealth Group LLC
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
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