Michael Chasan
Michael Chasan is a registered investment advisor at Chasan Capital Management, based in Weston, MA, with 14 years of industry experience. Michael 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 $11M 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 | 0.50% |
Annual asset-based management fee ranges from 0.50% to 2.00% of assets. Qualified clients are also charged a quarterly performance-based fee of 15% of net profits. Fees are non-negotiable but may be reduced at the firm's discretion.
Fee Estimator
Location
Weston, MA
Get directionsHistory
Regulatory History (1)
Regulatory
October 2015Employment History
Current Registrations
Chasan Capital Management
Previous Registrations
Newbury, Piret & CO., INC.Broker
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.
Exams
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