Imee Chellevold is a registered investment advisor at Id Asset Advisory, based in Woodland Hills, CA. Imee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ID Asset Advisory charges a flat annual fee of $6,000 for portfolio management, billed quarterly in advance at $1,500 per quarter. This flat fee covers ongoing monitoring, periodic reviews, rebalancing, routine communications, and at least one annual review meeting, regardless of the size of your portfolio.
Location
Woodland Hills, CA
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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.
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Current Registrations
Id Asset Advisory
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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