George Chapman
George Chapman is a registered investment advisor at Chapman & Chapman Advisors LLC, based in Chagrin Falls, OH, with 27 years of industry experience. George 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 270 clients with $150M 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 $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.20% |
Fees for accounts over $2,000,000 are negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
33 River Street, Suite 3, Chagrin Falls, OH, 44022
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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
Chapman & Chapman Advisors LLC
Previous Registrations
Nathan & Lewis Securities, INC.
State Registrations2 states
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
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