Bethany Yerk is a ChFC-designated registered investment advisor at Rachor Investment Advisory Services, LLC, based in Linden, MI, with 1 years of industry experience. Bethany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 490 clients with $240M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $7.5M | 0.25% |
| $7.5M - $10.0M | 0.13% |
| $10.0M - $12.5M | 0.06% |
| $12.5M - $15.0M | 0.03% |
| $15.0M - $17.5M | 0.02% |
| $17.5M - $20.0M | 0.01% |
| $20M+ | 0.00% |
Fees are negotiable on a client-by-client basis. Employees, family members, and friends may receive lower fee rates.
Fee Estimator
Location
120 N. Bridge Street, Suite A, Linden, MI, 48451
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 →Employment History
Current Registrations
Rachor Investment Advisory Services, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Tod Fisher, CFPRachor Investment Advisory Services, LLC
- Kristine Sherwood, ChFCRachor Investment Advisory Services, LLC
- Patricia Walton, CFPRachor Investment Advisory Services, LLC
- Mitchel Vallie, CFPRaymond James & Associates, INC.