Rachel Mcguire is a CFA, CFP-designated registered investment advisor at Crusonia Wealth Advisors LLC, based in Denver, CO, with 9 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 542 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on the size and scope of the engagement, complexity, and anticipated assets, but will not exceed 2.00% per year.
Fee Estimator
Location
3773 Cherry Creek Drive N, Suite 1025, Denver, CO, 80209
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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 →Employment History
Current Registrations
Crusonia Wealth Advisors LLC
Previous Registrations
Private Capital Management, LLC
LPL Financial Corporation
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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