Chavez Vincent
Chavez Vincent is a registered investment advisor at Fai Advisors, INC., based in Farmington Hills, MI, with 10 years of industry experience. Chavez operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 521 clients with $300M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Location
27500 Drake Rd., Suite 110, Farmington Hills, MI, 48331
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 →Other Business ActivitiesSells Insurance
Chavez sells non-registered insurance products, including life, disability, and fixed annuities. This activity requires minimal time, about 2 hours per month.
Employment History
Current Registrations
Fai Advisors, INC.
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations2 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.