Chaney Financial Services (CFS) offers investment management and financial planning services to individuals, families, and businesses. CFS creates personalized investment plans and manages portfolios based on each client's goals and risk tolerance. CFS also provides financial planning services, including retirement planning, tax planning, and estate planning. CFS is a fee-only advisor, meaning it only receives compensation from its clients and does not sell any commissioned products.
Assets Under Management$37M
Clients32
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
This is a flat fee/breakpoint fee schedule, the entire portfolio is charged the same asset management fee. Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...