Rachel O'leary is a registered investment advisor at Wealth Care LLC, based in Merritt Island, FL, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 236 clients with $670M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Negotiated fees are possible for larger accounts. Pension plan management fees typically begin at 0.5% per year. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
Merritt Island, FL
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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.
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Rachel is a lawyer licensed in Florida, but is on "inactive" status and does not practice law. She is also a passive limited partner in the law firm Whitman Maxwell PLLC since 2020.
Employment History
Current Registrations
Wealth Care LLC
Previous Registrations
Fbb Capital Partners
State Registrations2 states
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