Rachel Molina
Rachel Molina is a registered investment advisor at Buckhead Capital Management, LLC, based in Atlanta, GA, with 4 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. Their firm serves 194 clients with $5.2B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Schedule is for Value Equity, Diversified Value, and Balanced Accounts. Management fees and minimum account size are negotiable. For Intermediate & Core Fixed Income: .45% of market value on the first $10 million, .30% of the market value on the next $40 million, . 18% of market value on the next $50 million, and .14% of the market value of the remaining portfolio. For Short Duration Fixed Income: .25% of market value on the first $10 million, .20% of the market value on the next $40 million, .15% of market value on the next $50 million, and .10% on the market value of the remaining portfolio.
Fee Estimator
Location
3100 Cumberland Boulevard, Suite 1450, Atlanta, GA, 30339-5995
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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 co-owns Molina Property Group, LLC with her husband, buying, renting, and flipping houses, dedicating minimal time to this activity. Rachel is also a licensed insurance professional, spending about 10% of her time in this role.
Employment History
Current Registrations
Buckhead Capital Management, LLC
Previous Registrations
Conscious Wealth Investing, LLC
Capital Investment Group, INC.Broker
Capital Investment Advisory Services, LLC
Paces Ferry Wealth Advisors, LLC
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.