Chetan Notaria
Chetan Notaria is a registered investment advisor at Investment Resources Center, based in Palatine, IL, with 16 years of industry experience. Chetan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 50 clients with $6.1M 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 $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $4.0M | 1.10% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
One-time account setup fee: $500 (nonrefundable). IRC charges a minimum asset management fee of $1,000 annually. Fees may be waived or offered at a substantial discount for certain clients and relatives at the discretion of IRC.
Fee Estimator
Location
728 East Northwest Highway, Suite 300, Palatine, IL, 60074-6321
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 ActivitiesSells Insurance
Chetan is the president of Planning Resources Center, Inc., an insurance agency providing technology and business development consulting. He dedicates a few hours per week to this role.
Employment History
Current Registrations
Investment Resources Center
Previous Registrations
Eastern Point Advisors INC.
Fsc Securities Corporation
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.