Rachel Robasciotti is a registered investment advisor at Adasina Social Capital, based in Berkeley, CA, with 24 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 4 clients with $320M 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 | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees on assets above $25,000,000 may be customized and change on a client-by-client basis.
Fee Estimator
Location
Berkeley, CA
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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
Rachel is a board member for Philipson Business Properties, Tara Health Foundation, and One Fair Wage, and an advisor for the Just Economy Institute. She also serves as a Director and Board Member for the Freedom Economy Business Association, dedicating a few hours per week, and as a Council Member for the Robert Wood Johnson Foundation Truth, Repair, Transformation Wisdom Council.
Employment History
Current Registrations
Adasina Social Capital
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Metlife Securities INC.
State Registrations3 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.
Exams
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