Ally Chanel
Ally Chanel is a registered investment advisor at Lundeen Abrams Advisors, LLC, based in Lakewood, CO, with 6 years of industry experience. Ally 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 60 clients with $19M 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 $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fees are generally negotiable. LAA also uses Envestnet, which charges its own fee ranging from 0.05% to 0.80% of your portfolio. The total fee for LAA and Envestnet will not exceed 2.45% of your portfolio.
Fee Estimator
Location
Lakewood, CO
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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 ActivitiesSells Insurance
Ally is an owner of ABC Consulting, doing consultant work for Nimrod Wines, dedicating about 10-20% of her time. She also obtained her Colorado insurance license to help LAA clients understand annuity options, spending minimal time on this activity.
Employment History
Current Registrations
Lundeen Abrams Advisors, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations2 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.