Eric Chapman is a CFA-designated registered investment advisor at Cm20 Wealth Management, based in Denver, CO, with 8 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $18M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable above $5,000,000.
Fee Estimator
Location
Denver, CO
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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 Activities
Eric is a co-founder of MDF Holdings, LLC, MDF Commercial, LLC, and MDF Residential, LLC, all involved in residential and commercial real estate transactions since 2004. Eric assists in selecting potential investment properties, dedicating minimal time to this role (approximately 10 hours a month).
Employment History
Current Registrations
Cm20 Wealth Management
Previous Registrations
The Corundum Group, INC.
Bok Financial Private Wealth, INC.
Cobiz Wealth
State Registrations1 state
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.