RD
RD

Rebecca Michelle Drexler-Bleivik

1 Year of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
134 clients
Average Client Portfolio
$218K average
Assets Under Management
$29.2M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.50%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Lawrence Drive, West Chester, PA, 19380

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cooper Eagle, LLC
November 2024 - Present · 1 yr 3 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Rebecca Michelle Drexler-bleivik - Financial Advisor | TrueAdvisor