Chaya Slain is a CFA-designated registered investment advisor at Virtera Partners LLC, based in Pepper Pike, OH, with 5 years of industry experience. Chaya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 21 clients with $450M 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 | Included |
Annual fee for investment advisory services generally ranges from 0.15% to 0.50% based on the market value of assets managed. This fee is negotiable.
Fee Estimator
Location
30100 Chagrin Blvd., Suite 380, Pepper Pike, OH, 44124
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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 Activities
Chaya owns rental real estate, spending minimal time on it. She also has a passive minority ownership in Encore Funding, which provides private loans, and controls several entities related to private investment funds, dedicating minimal time to each activity.
Employment History
Current Registrations
Virtera Partners LLC
Previous Registrations
The Westerman Group, LLC
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.