Rachel Pierini is a registered investment advisor at Provident Living Financial Services, based in Lehi, UT, with 9 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, Financial Planning & Coaching, Investment Management. Their firm serves 254 clients with $160M 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 $10.0M | 0.50% |
| $10.0M - $100.0M | 0.25% |
| $100M+ | 0.13% |
Discounts may be available for non-profits, first responders, military, caregivers, medical workers, educators, and immediate family members. A per-account administrative fee of up to $25 per quarter may apply. The Finique 360 fee is waived if client household assets are less than $10,000.
Fee Estimator
Location
3450 N Triumph Blvd., Suite 102, Lehi, UT, 84043
Get directionsHistory
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 Activities
Rachel owns QB Business Solutions, LLC, which provides life and financial advocacy services, notary services, and administrative support. Rachel dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Provident Living Financial Services
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.