Chester Hebert
Chester Hebert is a registered investment advisor at Colorado Financial Service Corporation, based in Denver, CO, with 34 years of industry experience. Chester is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 188 clients with $84M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable. Amounts over $2,500,000 are negotiable.
Fee Estimator
Location
Denver, CO
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 1996Employment Separation After Allegations
December 1992Other Business Activities
Chester is the president of The Compliance Department Inc., a compliance consulting firm, dedicating about 10-20% of his time to contract services. He also serves as president of Colorado National Corporation, holding interests in BD and IA firms, spending minimal time on this. Finally, Chester is the chairman of Colorado High-Country Educational Treks Inc, a non-profit organization, spending minimal time and receiving no compensation.
Employment History
Current Registrations
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Previous Registrations
Coughlin & Company, INC.Broker
Tcadvisors Network INC.Broker
Rivington Securities, LLCBroker
Coughlin & Company, INC.Broker
Dividend Capital Securities, LLCBroker
Mountain View Securities, LLCBroker
Stout Causey Capital CorporationBroker
Mcl Financial Group, INC.Broker
Alare Capital Securites, LLCBroker
G. Select Securities, LLCBroker
Sage Canyon Advisors, LLCBroker
Ltc Investment Services, INC.Broker
Liberty Global Capital Services LLCBroker
First Capital Investments, LLCBroker
Cim Securities, LLCBroker
Mcl Financial Group, INC.Broker
Granite Securities, LLCBroker
Multi-Financial Securities CorporationBroker
Multi-Financial Securities CorporationBroker
Kohn, Hebert & Associates, LTD.Broker
U.S. Securities Clearing CORP.Broker
Whitehouse & Moore Investments, INC.Broker
Blinder, Robinson & CO., INC.Broker
State Registrations4 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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