Paul Tomchaney
Paul Tomchaney is a registered investment advisor at Tomchaney Investment Services, INC., based in Orland Park, IL, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 39 clients with $31M 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 $1.0M | 0.65% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees are negotiable and may be determined by the extent and nature of the asset management services to be performed.
Fee Estimator
Location
9439 W. 144th Place, Orland Park, IL, 60462
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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 →Employment History
Current Registrations
Tomchaney Investment Services, INC.
Previous Registrations
Charles Schwab & CO., INC.
State Registrations1 state
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