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. Chase operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 446 clients with $170M 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 $50K | 1.75% |
| $50K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The 1.75% rate applies only to accounts with an aggregated balance below $50,000. Fees may be negotiable.
Fee Estimator
Location
7110 Stadium Drive, Kalamazoo, MI, 49009
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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 →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.
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
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