Rachel
Frame
Ballentine Partners
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About this Advisor
Rachel Frame is a financial advisor based in Palm Beach Gardens, Florida, working with Ballentine Partners. Rachel has previously held positions at Mast Academy, Ballentine Partners, LLC, Wealthstream Advisors, Carnegie Mellon University, Charles Schwab, and Rainey & Randall Investment Management. Rachel has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Rachel is part of Ballentine Partners, which operates out of Palm Beach Gardens, Florida. The firm has 3 offices and 90 employees. The firm manages assets totaling $10.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and educational seminars. The fee structure at Ballentine Partners includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ballentine Partners Brokerage Details
$10,768,609,767
90
6,390
$1,685,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
Rachel Frame Work History
Ballentine Partners, LLC
Wealthstream Advisors
Charles Schwab
Rainey & Randall Investment Management
Carnegie Mellon University
Mast Academy
Disclosures
Please visit the SEC profile of Rachel Frame to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ballentine Partners
Waltham, MA
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Rochester, NH
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
