Rebecca Gillette
Rebecca Gillette is a registered investment advisor at Lynnleigh & Company, LLC, based in Pittsford, NY, with 14 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 288 clients with $160M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable. In limited circumstances, the firm may provide services for a fixed fee negotiated on a case-by-case basis.
Fee Estimator
Location
1160 Pittsford Victor Road, Suite A, Pittsford, NY, 14534
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2017Employment Separation After Allegations
January 2016Customer Dispute
January 2009Other Business Activities
Rebecca owns GFC Compliance Partners, LLC, which provides compliance consulting to investment advisor firms. She dedicates minimal time to this activity.
Employment History
Current Registrations
Lynnleigh & Company, LLC
Previous Registrations
Edward Jones
Merrill Lynch Pierce Fenner & Smith INC.
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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