George Chacko is a registered investment advisor at Convexity Wealth Management, LLC, based in Seattle, WA. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 90 clients with $50M 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% |
The fee for general savings assets and post-tax retirement assets is 0.50%. The fee for pre-tax retirement assets is 0.315%, which is a discounted rate to account for future taxes.
Fee Estimator
Location
600 Stewart St, Ste 400, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Convexity Wealth Management, LLC
State Registrations1 state
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