Calvin Chanski is a CFP-designated registered investment advisor at Captrust Wealth Advisors, based in Holland, MI, with 14 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 902 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CapTrust Wealth Advisors' fees for wealth planning and investment management generally range from 0.50% to 1.50% annually. Investment management only fees range from 0.20% to 1.50% annually. These fees are based on the complexity of services, the level of assets managed, and the overall relationship with CapTrust. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter.
Location
85 E 8th Street, Suite 150, Holland, MI, 49423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Calvin is the Treasurer and a board member of Higher Ground at Lake Louise, overseeing camp finances and participating in board meetings. This activity requires minimal time.
Employment History
Current Registrations
Captrust Wealth Advisors
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
State Registrations2 states
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