Cauble & Harre Wealth Management (CHF Wealth) is a wealth management firm that provides financial planning and investment management services. As a registered investment advisor, CHF Wealth is legally required to act in your best interest. CHF Wealth works exclusively for its clients and is only paid by its clients. CHF Wealth does not accept commissions from the sale of financial products.
Assets Under Management$260M
Clients131
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$64M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable and may be waived in whole or in part in certain circumstances. Some clients may have been grandfathered to a different fee schedule or service contract.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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