| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. Fees may be negotiable.
600 Alfred Nobel Drive, Suite A, Hercules, CA, 94547
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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 →Pooja is involved in several businesses, including tax services, SPG Investments, Manvaar Inc., AP&D Ventures, Inc., and Chahal & Associates. She dedicates full-time hours to Chahal & Associates, mostly during securities trading hours, and minimal time to the other ventures.