Caroline Rakness
Caroline Rakness is a registered investment advisor at Coppell Advisory Solutions LLC, based in Beverly Hills, CA, with 15 years of industry experience. Caroline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,850 clients with $1.1B 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are calculated monthly in arrears based on average daily balance. Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Location
226 S. Beverly Dr., Suite 200, Beverly Hills, CA, 90212
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2019Customer Dispute
March 2018Other Business ActivitiesSells Insurance
Caroline is an insurance agent at Beverly Drive Financial & Insurance Solutions, selling life insurance and annuities since 2020, taking about half of her time. She also teaches basic finance at Torrance Adult School & Santa Monica Community College, dedicating minimal time.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Creativeone Wealth, LLC
Searchlight Investments, LLC
Brookstone Capital Management LLC
American Elite Retirement
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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