Rebecca Rohleder is a registered investment advisor at Human Investing, based in Lake Oswego, OR, with 13 years of industry experience. Rebecca 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 3 more. Their firm serves 1,348 clients with $2.2B 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Human Investing provides two different schedules depending on total assets. For clients starting with over $3M, rates are 1.00% up to $3M, 0.85% for $3M-$5M, 0.80% for $5M-$10M, 0.70% for $10M-$20M, and 0.50% for over $20M.
Fee Estimator
Location
6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035
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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
Human Investing
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, 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.
Exams
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