Chitra Staley is a CFA-designated registered investment advisor at Tpw Finance LLC, based in Mountain View, CA, with 21 years of industry experience. Chitra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 5 clients with $8.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPW Finance charges a fixed annual fee based on the amount of your portfolio. For example, a $2 million portfolio would incur a $20,000 annual fee, billed quarterly at $5,000. Fees are negotiable for portfolios over $10 million. Financial planning is included at no additional cost for investment management clients.
Location
Mountain View, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tpw Finance LLC
Previous Registrations
Beacon Pointe Advisors, LLC
Beacon Pointe Wealth Advisors, LLC
Tpw Financial
Mintz Levin Financial Advisors LLC
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.