Chauche & Associates provides personalized investment management services for individuals, focusing on a top-down portfolio approach that emphasizes diversified holdings such as mutual funds. Led by Alex Chauche, who holds advanced credentials including a Master of Business Administration, a Chartered Financial Analyst charter, and a Certified Financial Planner certification, the firm builds customized portfolios tailored to each client's specific needs and risk tolerances. Chauche & Associates aims to help clients navigate market risks and beat inflation over the long term through disciplined asset allocation and careful selection of investment vehicles.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.65% |
| $1M+ | 0.50% |
Fees are payable quarterly based on initial holdings. Pre-paid fees are refundable pro rata upon contract termination.