Rachel Kleinman is a CFP-designated registered investment advisor at Burkholder Wealth Management, based in Houston, TX, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 268 clients with $380M 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 | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable. For accounts over $20,000,000, the fee is determined by the complexity of planning needs. Existing clients are grandfathered on their current fee schedule.
Fee Estimator
Location
Houston, TX
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 →Employment History
Current Registrations
Burkholder Wealth Management
Previous Registrations
Dfa Securities LLCBroker
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations1 state
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.
Exams
More Advisors
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Andrew Lichtenberger, CFPThe Mather Group, LLC
- Coleman Campbell, CFP, ChFCAdvocates Wealth Planning
- Nathan Burleson, CFPHeritage Wealth Management
- Harold Minton, CFPMercer Global Advisors INC.
- Tyson Thomas, CFPAmeriprise Financial Services, LLC