Chase Tushaus
Chase Tushaus is a registered investment advisor at Tushaus Wealth Management, based in San Diego, CA, with 10 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 123 clients with $75M 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 $1.5M | 1.50% |
| $1.5M+ | 0.75% |
Fees are negotiable. Cash management services have a separate fee of 0.15%.
Fee Estimator
Location
2305 Historic Decatur Road, Suite 100, San Diego, CA, 92106
Get directionsHistory
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 ActivitiesSells Insurance
Chase is a licensed insurance agent and investment adviser representative with another firm, which may present conflicts of interest. He is also a partner at FIT College Planning, LLC and a manager at Tushaus Group LLC, an insurance agency, dedicating a few hours per week to each.
Employment History
Current Registrations
Tushaus Wealth Management
Previous Registrations
Tushaus Financial Management Group, L.L.C.
Optimist Retirement, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Arma Financial Services, INC.Broker
State Registrations7 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.