Ian Rahilly is a CFA-designated registered investment advisor at Toucan Financial, INC., based in Charlotte, NC, with 10 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 47 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of Toucan Financial's Comprehensive Wealth Planning service. There is no separate fee for investment management. The overall fee for Comprehensive Wealth Planning is based on a percentage of your net worth.
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Toucan Financial, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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