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 23 clients with $18M 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% - 2.00%. Fees are non-negotiable, but may be reduced at the firm's discretion. Qualified clients are also charged a quarterly performance-based fee of 15.0% of profits, net of management fees.
Fee Estimator
Location
Weston, MA
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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.