Chase Wilsey is a registered investment advisor at Wilsey Asset Management Incorporated, based in San Diego, CA, with 9 years of industry experience. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 892 clients with $770M 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 | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.2M | 1.10% |
| $1.3M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable for legacy clients and friends/family of the firm, potentially lowering the fee to between 0% and 1.45%.
Fee Estimator
Location
10620 Treena Street, Ste 100, San Diego, CA, 92131
Get directionsHistory
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 →Employment History
Current Registrations
Wilsey Asset Management Incorporated
Previous Registrations
Wilsey Asset Management Incorporated
State Registrations6 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.