Chancey Zifko is a registered investment advisor at Fifth Third Securities, INC., based in Fort Mill, SC, with 12 years of industry experience. Chancey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
2139 Hwy 160 W, Fort Mill, SC, 29708
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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 Activities
Chancey manages rental properties, including CASM Properties LLC, and owns several rental properties in Charlotte and Matthews, NC. These activities take a few hours per week in total.
Employment History
Current Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
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.