Chief Advisors Corporation manages investment portfolios for clients. Investment advice is tailored to individual client circumstances. Chief primarily manages discretionary accounts, implementing transactions without prior client consent. Financial planning is not formally offered for a fee, but advisors may consider outside assets voluntarily. Chief does not monitor client-imposed restrictions on investments.
Assets Under Management$71M
Clients185
Advisors7
Avg. per Client$380K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.99% |
Fees are negotiable. Any fee paid in excess of 2% is higher than that charged by other advisors that provide the same or similar services at lower rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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