CH
CFP
CH
CFP
Chester Holliday
9 Years of Experience
San Diego, CA
2 Disclosures
Chester Holliday is a CFP-designated registered investment advisor at Elite Wealth Management, LLC, based in San Diego, CA, with 9 years of industry experience. Chester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 35 clients with $1.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
35 clients
Average Client Portfolio
$31K average
Assets Under Management
$1.1M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2727 Camino Del Rio S, Suite 150, San Diego, CA, 92108
Get directionsHistory
Regulatory History (2)
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Criminal
April 2008Final Disposition
Criminal
December 1992Final Disposition
Employment History
Current Registrations
Elite Wealth Management, LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Andina Family Offices
January 2019 - March 2022 · 3 yrs 2 mos
Andina Family Offices
March 2017 - December 2018 · 1 yr 9 mos
Morgan Stanley
April 2016 - August 2016 · 4 mos
Morgan StanleyBroker
March 2016 - August 2016 · 5 mos
State Registrations1 state
CA
Advisor
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.