Antone Bulich is a registered investment advisor at Chimera Wealth, based in Gold River, CA, with 11 years of industry experience. Antone operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 48 clients with $17M 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 $1000K | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
For investments in pooled income funds, CW will solely receive an annual fee of 0.25%-0.75% based on the value of the client’s investment in those funds. The value of the client’s investment in the income funds will be included when determining the tiered fee rate (%) to be applied to calculate the client’s fee for Portfolio Management but will not be included in the value of the client’s account when calculating CW’s annual fee for Portfolio Management.
Fee Estimator
Location
Gold River, CA
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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.
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Antone is a notary public, notarizing documents, and works as a financial analyst for PowerSchool, a cloud technology company for school districts. The financial analyst role takes about half of Antone's time, while the notary work takes a few hours per week.
Employment History
Current Registrations
Chimera Wealth
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Protected Investors of AmericaBroker
Protected Investors of America
Waddell & Reed
Waddell & ReedBroker
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.