Rachel Brimm is a registered investment advisor at Midland Wealth Management, based in Joilet, IL, with 2 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 138 clients with $3.2B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fixed income strategy accounts receive a 50% reduction from the standard fee schedule. Accounts with $10M or more use a separate fee schedule. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
1540 Il Rte. 59, Joilet, IL, 60586
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Midland Wealth Management
State Registrations1 state
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