Chester Hebert is a registered investment advisor at Colorado Financial Service Corporation, based in Centennial, CO, with 34 years of industry experience. Chester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 126 clients with $68M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees over $2,500,000 are negotiable.
188 Inverness Drive West, Suite 100, Centennial, CO, 80112
Get directionsChester 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.
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.