Chanda Sloat is a CFP-designated registered investment advisor at Varra Wealth Management LLC, based in Louisville, CO, with 2 years of industry experience. Chanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 430 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Location
1849 Cherry St., Unit 16, Louisville, CO, 80027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chanda is an investment advisor representative (IAR) with Varra Wealth Management, LLC since January 2024, providing investment advisory services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Varra Wealth Management LLC
LPL Financial LLCBroker
State Registrations1 state
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