CW
CW
Chase Withrow is a registered investment advisor at Mighty Oak Management LLC, based in Easton, CT, with 9 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 45 clients with $12M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
45 clients
Average Client Portfolio
$267K average
Assets Under Management
$12.0M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.25% |
| $500K - $1000K | 1.90% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.40% |
Fees are negotiable. A flat fee schedule is also available, not exceeding the corresponding rate in the Standard Linear Fee Schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Easton, CT
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Regulatory History (1)
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Customer Dispute
March 1999Settled
Employment History
Current Registrations
Mighty Oak Management LLC
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Titan Advisors
March 2014 - December 2021 · 7 yrs 9 mos
State Registrations2 states
CTGA
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.