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Chalu Harden

3 Years of Experience
Austin, TX

Chalu Harden is a registered investment advisor at 57 West Capital Advisors, INC., based in Austin, TX, with 3 years of industry experience. Chalu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 89 clients with $47M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
89 clients
Average Client Portfolio
$532K average
Assets Under Management
$47.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.75%
$2M+1.50%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11615 Angus Road, Suite 104-K, Austin, TX, 78759

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Chalu owns Harden House & Harden House Consulting, a hospitality business engaged in short-term rentals and property management, and is a real estate broker/agent with Love My City LLC. Both activities each take about a quarter of Chalu's time.

Employment History
Current Registrations
57 West Capital Advisors, INC.
January 2025 - Present · 1 yr 4 mos
Previous Registrations
57 West Capital Advisors, INC.
June 2021 - March 2024 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.