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Chelsea Blasch

Sterling Investment Counsel, LLC
11 Years of Experience
Buffalo, NY
Broker
View SEC Summary
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Chelsea Blasch is a registered investment advisor at Sterling Investment Counsel, LLC, based in Buffalo, NY, with 11 years of industry experience. Chelsea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 888 clients with $1B in assets under management.

Sterling Investment Counsel, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
888 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K+1.25%

Relationships are subject to a minimum annual fee of $1,500. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

360 Delaware Avenue, Suite 400, Buffalo, NY, 14202

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Chelsea operates under Jensen, Marks, Langer & Vance Comprehensive Wealth Planning LLC and JENSEN, MARKS, LANGER, AND VANCE LLC as DBAs for her LPL business since 2018. Since November 2024, she also provides investment advisory services through Sterling Investment Counsel, LLC, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Sterling Investment Counsel, LLC
April 2018 - Present · 8 yrs 6 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
LPL Financial LLC
February 2018 - April 2018 · 2 mos
Sii Investments, INC.
September 2014 - February 2018 · 3 yrs 5 mos
Sii Investments, INC.Broker
May 2014 - February 2018 · 3 yrs 9 mos
State Registrations2 states
NYOH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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