Chase Deters is a CFP, ChFC-designated registered investment advisor at Prospera Capital Management, LLC, based in Gilbert, AZ, with 20 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 44 clients with $340M 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 | 1.00% |
Maximum annual fee will not exceed 1.00%. Fees are negotiable.
Fee Estimator
Location
Gilbert, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chase is a landlord/owner of rental property in Lansing, MI since 2008. This requires minimal time.
Employment History
Current Registrations
Prospera Capital Management, LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Raffa Wealth Management LLC
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations3 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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