Rachel Kalivas
Rachel Kalivas is a CFP-designated registered investment advisor at Valley Forge Investment Consultants, INC., based in Audubon, PA, with 10 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 523 clients with $2.8B 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 | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
VFIC will consider an alternative fee arrangement under certain circumstances.
Fee Estimator
Location
2500 Monroe Blvd., Suite 100, Audubon, PA, 19403
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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 ActivitiesSells Insurance
Rachel is an Investment Advisor Representative with Valley Forge Investment Consultants and a Registered Representative with M Holdings Securities, dedicating a significant amount of time to these roles. She also serves on the Collier Family Advisory Board and is involved with Valley Forge Financial Group, offering estate planning, life insurance, and executive compensation services, though without compensation.
Employment History
Current Registrations
Valley Forge Investment Consultants, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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