Chance Robinson is a registered investment advisor at Eminence Wealth Management INC., based in Orlando, FL, with 2 years of industry experience. Chance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 128 clients with $16M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable. Investment advisor representatives can set the fee up to a maximum of 2.5% annually.
Fee Estimator
Location
6052 Turkey Lake Rd, Ste. 200, Orlando, FL, 32819
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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
Eminence Wealth Management 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.