Herschel Clanton
Herschel Clanton is a CFP-designated registered investment advisor at Chancellor Wealth Management, INC., based in Atlanta, GA, with 29 years of industry experience. Herschel 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 110 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chancellor Wealth Management provides investment management services where they manage your investments to meet your financial goals. They use mutual funds and exchange-traded funds. They also use third-party asset management platforms. Fees for third-party asset management services are due and payable quarterly in advance at the rate of twenty-five percent (25%) of the annual fee (depending on the program).
Location
100 Galleria Parkway Se, Suite 995, Atlanta, GA, 30339
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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 ActivitiesSells Insurance
Herschel is the president of The Channellor Group, a financial planning and registered investment advisory firm, dedicating about a quarter of his time to this role. He writes and updates financial plans, executes asset allocation strategies, and places life and health insurance.
Employment History
Current Registrations
Chancellor Wealth Management, INC.
Previous Registrations
On Investment Management CO
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Wma Securities, INC.Broker
State Registrations3 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.