Navjeet Chahal is a registered investment advisor at Earned Wealth Advisors, LLC, based in Hercules, CA. Navjeet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Medical Professionals, and 2 more. Their firm serves 1,326 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. OJM legacy clients have a separate fee schedule: Up to $1,000,000: 1.50%; $1,000,001 - $3,000,000: 1.00%; $3,000,001 - $10,000,000: 0.75%; Above $10,000,000: as negotiated.
Fee Estimator
Location
600 Alfred Nobel Drive, Hercules, CA, 94547
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Navjeet is a member of CSSS Investments, LLC (owns commercial real estate), Dublin Hospitality, LLC (land ownership), C&A Holding, LLC (owns stock invested in Earned Wealth), Chahal Hospitality LLC (no assets), and Chahal Rentals, LLC (no assets). All entities are located at the same address.
Employment History
Current Registrations
Earned Wealth Advisors, LLC
State Registrations1 state
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