Rachel Dykstra
Rachel Dykstra is a PFS-designated registered investment advisor at Commonwealth Financial Network, based in Boise, ID, with 10 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
412 East Park Center Boulevard, Suite 325, Boise, ID, 83706
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel owns River City Accountants, PLLC, providing tax and accounting services since 2008, taking nearly full-time hours. She also owns Selway Fabrication, a manufacturer of outdoor equipment, and serves as CFO and marketing director, dedicating about a quarter of her time.
Employment History
Current Registrations
Commonwealth Financial Network
State Registrations1 state
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