Savannah Chacon
Savannah Chacon is a CFP, ChFC-designated registered investment advisor at Mountain Capital Investment Advisors INC, based in Westminster, CO, with 9 years of industry experience. Savannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,191 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fees are negotiable at the sole discretion of the Advisor for amounts above $1,500,000.
Fee Estimator
Location
12235 Pecos St, Suite 100, Westminster, CO, 80234
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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 →Employment History
Current Registrations
Mountain Capital Investment Advisors INC
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
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.
Exams
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