Raul Chavez is a registered investment advisor at Rch Fields Family Wealth Management LLC, based in Denver, CO, with 16 years of industry experience. Raul 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, Investment Management. Their firm serves 14 clients with $27M 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 $200K | 1.25% |
| $200K - $15.0M | 1.00% |
| $15M+ | 1.00% |
Fees are negotiable above $15,000,000.
Fee Estimator
Location
Denver, CO
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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
Rch Fields Family Wealth Management LLC
Previous Registrations
Citigroup Global Markets INC.
Citicorp Investment Services
State Registrations3 states
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