Rachel Whittaker is a registered investment advisor at &partners, based in Lansing, NY, with 1 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
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Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
3105 North Triphammer Road, Suite 3, Lansing, NY, 14882
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel is a licensed real estate salesperson with Warren Real Estate since June 2022, but is not an active agent and dedicates minimal time to this activity.
Employment History
State Registrations35 states
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