Rachel Barnard
Rachel Barnard is a registered investment advisor at Midway Capital Research & Management LLC, based in Chicago, IL, with 17 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 62 clients with $91M 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 | 1.00% |
| $500K - $3.0M | 0.95% |
| $3.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.70% |
| $50M+ | 0.50% |
Midway may negotiate special fee arrangements where Midway deems it appropriate under the circumstances.
Fee Estimator
Location
400 North Michigan Avenue, Suite 1018, Chicago, IL, 60611
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Midway Capital Research & Management LLC
State Registrations3 states
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