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Candace Chapman

11 Years of Experience
New York, NY

Candace Chapman is a registered investment advisor at Third Avenue Management LLC, based in New York, NY, with 11 years of industry experience. Candace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
17 clients
Average Client Portfolio
$80.1M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Third Avenue Management's fees for investment management are based on a percentage of the value of your portfolio. The specific percentage is negotiated individually, taking into account factors like the level of service, investment goals, account size, and types of investments. The annual fee rates for new separate accounts range between 0.60% and 1.25%.

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Location

6 Grand Central at 666 Third Avenue, Suite 1040, New York, NY, 10017-5704

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Candace works as a marketing consultant for Third Avenue Management LLC, selling international mutual funds, dedicating about half of her time. She also owns rental property, spending a few hours per week on it, and works as a marketing consultant for C2 & Associates Ltd., spending a few hours per week.

Employment History
Current Registrations
Third Avenue Management LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Foreside Fund Services, LLCBroker
March 2021 - October 2022 · 1 yr 7 mos
First Dominion Capital CORP.Broker
May 2014 - January 2021 · 6 yrs 8 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.