Chlebina Capital Management is a money management firm offering investment strategies from conservative to aggressive. They provide personalized investment advice to individuals, trusts, estates, charities, retirement plans, corporations, and other entities on a discretionary basis. Chlebina also offers financial planning services covering areas like budgeting, tax planning, education planning, retirement planning, and estate planning. They manage portfolios using strategies like Integrated Tiger, Tiger, Bengal, Fusion, Balanced, and Foundation, tailoring them to client needs.
Assets Under Management$5.1M
Clients11
Advisors3
Avg. per Client$460K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.00% |
| $750K - $1.3M | 1.75% |
| $1.3M - $2.0M | 1.50% |
| $2.0M - $25.0M | 1.25% |
| $25M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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