| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees and breakpoints are negotiable.
1106 S. Kalamazoo Ave., Suite 3, Marshall, MI, 49068
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Learn about disclosures →Chase is affiliated with Pino Wealth Management, LLC, a DBA for their financial securities business conducted through B. Riley Wealth Management, since January 2023. Chase dedicates full-time hours to this activity during securities trading hours.