Eugene Chaas is a CFA-designated registered investment advisor at Delaware Avenue Advisors INC., based in Buffalo, NY, with 3 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 70 clients with $27M 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 $250K | 1.25% |
| $250K - $750K | 1.15% |
| $750K - $1.2M | 1.07% |
| $1.3M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
1207 Delaware Avenue, #Suite 202, Buffalo, NY, 14209
Get directionsHistory
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 →Other Business Activities
Eugene subleases office space in Williamsville, NY, dedicating minimal time to this activity. He also serves as the National Treasurer for the Modern Whig Institute and works as a part-time lecturer at the State University of NY College at Buffalo, teaching investments, estates, and corporate finance, dedicating a few hours per week.
Employment History
Current Registrations
Delaware Avenue Advisors INC.
Previous Registrations
Delaware Avenue Advisors INC.
State Registrations1 state
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.