Chetan Desai is a CFA-designated registered investment advisor at Aris Investing, based in Glenview, IL, with 2 years of industry experience. Chetan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Aris Investing's standard annual fee for advisory and sub-advisory services typically ranges from 0.05% to 0.75% of the client's account value. The actual fee may vary and is subject to negotiation based on factors like the complexity of the investment strategy, the size of the account, and the scope of the advisory relationship. For sub-advisory arrangements, fees are negotiated with the financial advisor, not the end client.
Location
2700 Patriot Boulevard, Suite 250, Glenview, IL, 60026
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aris Investing
Previous Registrations
Aris Investing
State Registrations2 states
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