Claire Beams, CFP®, CPA Rhinevest
- 1123 Walnut Street, Cincinnati, OH 45202
- 5133012871
- claire@rhinevest.com
- https://www.rhinevest.com
About Claire Beams, CFP®, CPA
Most firms exclude people who need financial help the most.
It’s common for firms like us to require a minimum portfolio size of $1,000,000. The remaining options available to this group may be expensive, difficult to understand, or delivered by someone who isn’t acting in the client’s best interest.
You deserve better.
At RhineVest, we believe that everyone deserves honest advice and transparent fees. We have no account minimums, so you can get started with any amount. Our meetings are casual. We have a ‘no suit’ policy.
We’re here to help! Let us guide you on your financial journey.
Ideal Clients
- Gen Y/Millennials
- Single Women
- Women Professionals
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Assets Under Management
Fee Options
- Monthly fee: $65/mo
- AUM: 0.8%
SEC Records
- Advisor Registration
- Firm Registration
States Registered
- Ohio
