Chandler Williamson
Chandler Williamson is a registered investment advisor at Fyra Capital Management, based in St. Charles, MO, with 9 years of industry experience. Chandler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 858 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FYRA Capital Management charges a percentage of your portfolio's value annually for investment management services. This fee covers advisory and consulting services, trade entry, investment supervision, and account maintenance. The specific fee is set forth in your Investment Advisory Agreement. The maximum annual advisory fee is 2.00%. Fees are billed monthly based on the average daily balance of your account. Legacy positions can be excluded from the fee calculation when applicable.
Location
1520 South 5th Street, Suite 300, St. Charles, MO, 63303
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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 ActivitiesSells Insurance
Chandler works as a Financial Registered Representative for Pineridge Advisors, LLC dba FYRA Capital Management, focusing on insurance sales and services full-time. He also owns a single-family rental property, dedicating minimal time to rent collection and property management; and is a Financial Advisor for FYRA LLC DBA FYRA CAPITAL MANAGEMENT, spending about a quarter of his time there.
Employment History
Current Registrations
Fyra Capital Management
Ae Financial Services, LLCBroker
Previous Registrations
Preferred Capital Securities, LLCBroker
E*trade Securities LLCBroker
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.