Rebecca Rivera
Rebecca Rivera is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Greenville, SC, with 12 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
1441 Augusta Street, Greenville, SC, 29605
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
Rebecca is a financial consultant doing business as Renita M Owens, CPA, PFS, Wealth Managers, dedicating full-time hours to this investment and securities business. She is also a managing member of Woodstone Wealth Management, LLC, a centralized account for her other business, but receives no compensation for this and spends minimal time on it.