Rachel Gilbert is a registered investment advisor at Cap Six Advisors, based in Houston, TX, with 2 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 40 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cap Six charges an annual fee based on the size of your account. The fee does not exceed 0.72% per year, but may be lower depending on the circumstances. Fees are charged quarterly in advance. The advisory fees may be negotiable.
Location
1919 Decatur Street, Houston, TX, 77007-7636
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cap Six Advisors
State Registrations1 state
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