Rianka Rachelle Dorsainvil
RD
CFP
Rianka Rachelle Dorsainvil
RD
CFP

Rianka Dorsainvil

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$353K average
Assets Under Management
$10.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400KIncluded
$400K+0.75%

Investment management is included with Comprehensive Financial Planning and Strategic Business Financial Planning Services at no additional cost for assets under management up to $400,000. A fee of 0.75% will be assessed on assets under management above $400,000. Investment management is not a standalone service.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Upper Marlboro, MD

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Rianka is the Chief Executive Officer of Rianka R. Dorsainvil Consulting, LLC, providing speaking and marketing consulting services since 2018. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Ygc Wealth
May 2024 - Present · 1 yr 10 mos
Previous Registrations
2050 Wealth Partners LLC
January 2020 - July 2024 · 4 yrs 6 mos
Your Greatest Contribution
May 2016 - April 2020 · 3 yrs 11 mos
Financial Services Advisory
March 2015 - October 2015 · 7 mos
The Family Firm, INC.
December 2013 - September 2014 · 9 mos
State Registrations3 states
MDNYVA
Advisor

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
No exam information available for this advisor.