Chancellor Wealth Management offers financial planning and investment management services. Financial planning covers retirement, education, and insurance needs. Investment management is tailored to client goals, using mutual funds and exchange-traded funds. They also offer retirement plan advisory services and third-party asset management services. Advice is tailored to individual needs, and clients can set investment restrictions.
Fee Structure
Chancellor Wealth Management provides investment management services where they manage your investments to meet your financial goals. They use mutual funds and exchange-traded funds. They also use third-party asset management platforms. Fees for third-party asset management services are due and payable quarterly in advance at the rate of twenty-five percent (25%) of the annual fee (depending on the program).