John Chatmas
John Chatmas is a registered investment advisor at Intelligent Wealth Solutions LLC, based in Austin, TX, with 25 years of industry experience. Their practice areas include Alternative Investments, Investment Management. Their firm serves 3,156 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Maximum annual fee is 35 basis points (0.35%). Fees are computed based on the market value of portfolio assets, payable either in arrears or in advance depending on the sub-adviser agreement.
Fee Estimator
Location
2801 Via Fortuna, Suite 250, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
John is the President and CEO of Waterloo Capital, an investment advisor, since 2011. He is also insurance licensed and provides insurance for estate tax needs when necessary.
Employment History
Current Registrations
Intelligent Wealth Solutions LLC
Waterloo Capital
Previous Registrations
NFP Securities, INC.
Morgan Keegan & Company, 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.
Exams
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