Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees on assets above $25,000,000 may be customized and may change on a client-by-client basis.
Fee Estimator
Adasina charges a tiered annual fee for investment management services, prorated and payable monthly in advance. Fees on assets above $25,000,000 may be customized. Financial consulting services may be charged fixed fees ranging between $1,000 and $50,000, or an hourly rate ranging between $250 to $550 per hour. Fees may be negotiable under certain limited conditions.
Areas of Practice
Advisor Information
Office location
Berkeley, CA
Get directionsRegulatory 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 is a board member for Philipson Business Properties, Tara Health Foundation, and One Fair Wage, and an advisor for the Just Economy Institute. She also serves as a Director and Board Member for the Freedom Economy Business Association, dedicating a few hours per week, and as a Council Member for the Robert Wood Johnson Foundation Truth, Repair, Transformation Wisdom Council.