CI
CFP · ChFC
CI
CFP · ChFC

Chase Imberger

5 Years of Experience
Kalamazoo, MI
May Earn Commission

Chase Imberger is a CFP, ChFC-designated registered investment advisor at Gasaway Investment Advisors, INC., based in Kalamazoo, MI, with 5 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 429 clients with $160M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
429 clients
Average Client Portfolio
$379K average
Assets Under Management
$162.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.75%
$50K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees may be negotiable in certain circumstances.

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

7110 Stadium Drive, Kalamazoo, MI, 49009

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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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Other Business Activities

Chase is involved in several outside business activities, including volunteer work with Junior Chamber International, competitive disc golf, umpiring baseball, and serving as a board member for Loaves and Fishes. These activities take up about a quarter of Chase's time overall.

Employment History
Current Registrations
Gasaway Investment Advisors, INC.
September 2020 - Present · 5 yrs 7 mos
State Registrations1 state
MI
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.