Evelyn Rhines is a registered investment advisor at Strategic Advisers LLC, based in Richfield, MN, with 22 years of industry experience. Evelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Richfield, MN
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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
Evelyn is a sole proprietor of Ryker Ladies, a motorcycle riding club, spending minimal time planning events and selling accessories. She also dedicates minimal time to Cookbookdiet.com as a health and wellness coach and Fit and Fine, helping people with their health and fitness goals.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
UBS Financial Services INC.Broker
Waddell & Reed, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations51 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.