Rachel Bubb is a CFP, ChFC-designated registered investment advisor at Kwb Wealth, based in Redlands, CA, with 7 years of industry experience. Rachel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,971 clients with $1.2B 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 $50K | 1.30% |
| $50K - $100K | 1.20% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are billed quarterly in advance. Fees are negotiable.
Fee Estimator
Location
1782 Orange Tree Lane, Redlands, CA, 92374
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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 Activities
Rachel works with KWB Wealth as an IAR providing investment advisory services, dedicating significantly more than full-time hours to this role. She also works as a farm hand for Eagle Hawk LLC, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Kwb Wealth
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations4 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.
Exams
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