Chitra Staley is a CFA-designated registered investment advisor at Tpw Finance LLC, based in Mountain View, CA, with 22 years of industry experience. Chitra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $3.0M | 1.33% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are billed quarterly in advance. Fees for amounts over $10,000,000 are negotiable.
Fee Estimator
Location
Mountain View, CA
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 →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.
Exams
More Advisors
- Tyler Scott, CFA, CFPWealth Architects, LLC
- Alan Wong, CFAAspiriant, LLC
- Helen Dietz, CFPAspiriant, LLC
- Justin Mazzon, CFAWealth Architects, LLC
- Mark Gordon, CFA, CFPWealth Architects, LLC
- Nayan Lapsiwala, CFPAspiriant, LLC