Chase Armer is a CFP-designated registered investment advisor at Planned Solutions, INC., based in Folsom, CA, with 25 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 827 clients with $670M 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 $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees are negotiable on a client-by-client basis depending on account complexity, asset size, and other factors.
Fee Estimator
Location
1130 Iron Point Road, Suite 170, Folsom, CA, 95630
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
Chase is an IAR of an RIA, providing research, tax preparation, and financial planning services, dedicating about half of his time. He also works as an insurance service agent and manages rental real estate, while volunteering with several organizations.
Employment History
Current Registrations
Planned Solutions, INC.
Previous Registrations
Securities Service Network, LLCBroker
Securities America, INC.Broker
State Registrations9 states
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
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