Chase Munoz
Chase Munoz is a registered investment advisor at Rainier Capital Investments LLC, based in Olympia, WA, with 21 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 90 clients with $45M 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 | 1.50% |
Rates range from 1.25% to 1.50% depending on the asset types in the portfolio (1.25% for exchange-traded funds and mutual funds only; 1.50% for portfolios including equities and bonds). Fees are negotiable.
Fee Estimator
Location
Olympia, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Chase is a managing member of Puzzle Investors, LLC, a real estate business, since 2022. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Rainier Capital Investments LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Key Investment Services LLCBroker
Key Investment Services LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 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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