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Chance Burroughs

5 Years of Experience
Houston, TX

Chance Burroughs is a registered investment advisor at Manske Wealth Management, LLC, based in Houston, TX, with 5 years of industry experience. Chance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 502 clients with $710M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
502 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$707.3M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee varies up to 1.0% depending on portfolio size and services. Fees are negotiable based on factors such as anticipated future earnings, account composition, and pre-existing client status.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1010 N. San Jacinto, Suite 200, Houston, TX, 77002

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Manske Wealth Management, LLC
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
MML Investors Services, LLCBroker
November 2020 - April 2021 · 5 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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