Chauche & Associates, LLC is a fee-based investment advisory firm that creates customized portfolios of mutual funds and other investments based on individual client needs and risk tolerance. Chauche & Associates primarily recommends no-load and low-load funds, but may also recommend load funds if the performance history justifies the additional expense. The firm does not take custody of client funds.
Assets Under Management$9.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$9.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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