Rachel Coia is a CFP-designated registered investment advisor at Captrust, based in Rochester, NY, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
500 Linden Oaks, Suite 210, Rochester, NY, 14625
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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 operates under the DBA Jensen, Marks, Langer, and Vance LLC for her LPL business since June 2021. Since May 2022, Rachel also provides minimal administrative support to Sterling Investment Counsel, LLC, an independent investment advisor firm.
Employment History
Current Registrations
Captrust
Previous Registrations
Cobblestone Capital Advisors, LLC
LPL Financial LLCBroker
State Registrations1 state
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