Chance Coker is a registered investment advisor at Earned Wealth Advisors, LLC, based in St. Petersburg, FL, with 4 years of industry experience. Chance 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, Financial Planning & Coaching, and 6 more. Their firm serves 1,875 clients with $3.1B 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 $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Subject to a minimum annual fee of $2,400. Fees are negotiable based on anticipated future assets, account composition, and other factors.
Fee Estimator
Location
St. Petersburg, FL
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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 →Employment History
Current Registrations
Earned Wealth Advisors, LLC
Previous Registrations
Edelman Financial Engines
Fisher Investments
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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