Capitalwize, LLC
Assets Under Management
$1.4M
Number of Clients
45
Number of Advisors
5
Average Client AUM
$31K
AUM per Advisor
$278K
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
This brochure supplement provides information about Rachel Neblett, a registered investment adviser representative at CapitalWize. It includes her educational background, business experience, and information regarding disciplinary actions, other business activities, and supervision.
Fee Structure
This document is a brochure supplement and does not contain any fee information. Please refer to the CapitalWize brochure for fee details.
Areas of Practice
Investment Management
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Location
1100 Peachtree St. Ne, Ste. 200, Atlanta, GA, 30309