Rachelle Monte
Rachelle Monte is a registered investment advisor at Clarity Wealth Management, L.L.C., based in Gilbert, AZ, with 18 years of industry experience. Rachelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 944 clients with $240M 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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
3303 E Baseline Rd, Ste. 107, Gilbert, AZ, 85234
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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
Rachelle operates Clarity Wealth Management as a DBA for her LPL business and provides administrative services through Clarity Wealth Management, LLC, an independent investment advisor firm, dedicating about half of her time to each. She also serves as a Notary Public in Arizona and owns a reptile breeding business, spending minimal time on each.
Employment History
Current Registrations
Clarity Wealth Management, L.L.C.
LPL Financial LLCBroker
Previous Registrations
Scottrade Investment Management
Scottrade, INC.Broker
Chase Investment Services CORP.Broker
State Registrations1 state
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