Wendy Chambers is a registered investment advisor at Truvestments Capital LLC, based in Bellingham, WA, with 1 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,317 clients with $660M 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 | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.
Fee Estimator
Location
2219 Rimland Drive, Suite 405, Bellingham, WA, 98226
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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 →Other Business Activities
Wendy works as a Tax Manager at Safstrom CPAs & Advisors, PLLC, preparing taxes. This takes up more than 60 hours per month, including time during trading hours.
Employment History
Current Registrations
Truvestments Capital LLC
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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