Chandler Velde is a registered investment advisor at Maia Wealth, based in Denver, CO, with 8 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, Corporate Executives, Estate Planning, and 6 more. Their firm serves 2,148 clients with $970M 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 |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may vary based on account size, portfolio complexity, and activity. Total blended fee with independent managers will not exceed 2.00% annually.
Fee Estimator
Location
1401 17th Street, Suite 850, Denver, CO, 80202
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
Chandler is a licensed insurance agent providing accidental, health, and life insurance products, spending a few hours per week on this activity. He is also a managing member of CTV Holdings LLC, Saturn's Inheritance LLC, and The Naked Call Partnership, dedicating minimal time to each.
Employment History
Current Registrations
Maia Wealth
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.
Exams
More Advisors
- Christopher Barker, CFPMaia Wealth
- David Owens, ChFCMaia Wealth
- Scott Marek, CFPMaia Wealth
- Terry Anderson, CFPMaia Wealth
- Elizabeth Windisch, CFPMaia Wealth
- Jacob Jaegle, CFPMaia Wealth