Rachel Mandeix is a registered investment advisor at Envestnet Pmc, based in Chicago, IL, with 12 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,021,610 clients with $530B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envestnet's fees vary depending on the program and the managers selected. These fees do not include advisor fees, which generally range from 0.80% to 1.10%. Mutual funds and ETFs also have internal operating expenses. When Tax Overlay or Values Overlay Services are used, there is an additional fee of 0.02% - 0.10%.
Location
222 N. Lasalle St., Suite 625, Chicago, IL, 60601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel is a co-trustee of a family real estate trust (Benjamin Irrevocable Trust, Mandeix Irrevocable Trust) since 2012. She spends minimal time on this activity, which involves co-signing for loans where real estate is used as collateral.
Employment History
Current Registrations
Envestnet Pmc
Previous Registrations
Lincoln Financial Advisors Corporation
State Registrations1 state
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