Chandler Smith is a registered investment advisor at Provizr, based in Ann Arbor, MI, with 7 years of industry experience. Chandler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 108 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Provizr charges an annual management fee based on the value of your portfolio. This fee is calculated and billed quarterly in advance, and it ranges between 0.50% and 1.00%. This fee is negotiable. The fee is directly deducted from your account.
Location
777 E. Eisenhower Pkwy, Suite 740, Ann Arbor, MI, 48108
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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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Chandler operates under the DBAs Four Financial Management and Provizr for his LPL business and provides administrative support to Morman, Kaplan, Brilliant and Fransko, LLC and Provizr, independent investment advisor firms. He also assists with operations and tax preparation for Four Financial Tax Services and is an author, dedicating minimal time to this activity.
Employment History
Current Registrations
Provizr
Four Financial Management
LPL Financial LLCBroker
LPL Financial LLC
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.