Rachel Wehrheim
Rachel Wehrheim is a registered investment advisor at Nations Financial Group, INC., based in Cedar Rapids, IA, with 13 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,401 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nations Financial Group (NFGI) offers investment management services where fees are calculated as a percentage of the assets managed. These fees can vary depending on the specific advisor, client location, the types of investments, and the size of the account.
For individual portfolio management, pension consulting, and third-party manager programs, fees can be as high as 2.25% for discretionary and non-discretionary accounts. For all-inclusive wrap accounts, where transaction costs are included, fees can be up to 2.50%. For NFGI's 401k portfolios, fees range from 0.10% to 0.30%. NFGI Portfolios may have fees range up to a maximum of 1.50%.
Location
3330 Mount Vernon Rd Se, Cedar Rapids, IA, 52403
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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 ActivitiesSells Insurance
Rachel works as a non-registered assistant at The Wehrheim Group, focusing on marketing and client relationship management, dedicating about half her time. Rachel is also an insurance agent at The Wehrheim Group, spending about a quarter of her time selling life and health insurance. Finally, Rachel manages Medicine River Farms as a head trainer, instructor, and horse show judge, which is a full-time commitment.
Employment History
Current Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
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.