Chelsea Mieczkowski is a CFP-designated registered investment advisor at Bamboo Wealth Strategies, based in San Diego, CA, with 3 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 229 clients with $240M 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 | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Location
3131 Camino Del Rio North, Suite 1000, San Diego, CA, 92108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chelsea is a part-time employee at the San Diego Port Tenants Association, a business coalition promoting trade, commerce, and tourism. She dedicates about 10-20% of her time to bookkeeping and event planning.
Employment History
Current Registrations
Bamboo Wealth Strategies
State Registrations1 state
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