RP
RP

Rachael Marie Peirce

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
77 clients
Average Client Portfolio
$52.6M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$100M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50.0M0.50%
$50.0M - $100.0M0.40%
$100M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

75 Park Plaza, Second Floor, Boston, MA, 02116

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Twin Focus Capital Partners, LLC
May 2025 - Present · 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
February 2024 - January 2025 · 11 mos
Ameriprise Financial Services, LLCBroker
October 2023 - January 2025 · 1 yr 3 mos
Up Capital Management, INC.
June 2019 - May 2023 · 3 yrs 11 mos
LPL Financial LLCBroker
April 2012 - December 2014 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
July 2006 - April 2012 · 5 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.