Rachael Levine is a CFP-designated registered investment advisor at Peltoma Capital Partners, based in Austin, TX, with 8 years of industry experience. Rachael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 45 clients with $110M 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 $10.0M | 0.50% |
| $10M+ | 0.25% |
This schedule applies to Standalone Investment Management Services for individual clients. Wealth Management Services have a different fee structure. There is a minimum quarterly fee of $2,000 for Standalone Investment Management Services.
Fee Estimator
Location
Austin, TX
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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
Rachael owns and creates content for Tripping Millennial, a travel-oriented blog and social media platform, since May 2022. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Peltoma Capital Partners
Previous Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
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.