Chadler Investment Advisory Solutions, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Chadler Investment Advisory Solutions (CIAS) offers investment advisory services mainly to employer-sponsored retirement plans, endowments, charities, corporations, and municipalities. CIAS provides asset screening, selection, and consulting services, including guidance to retirement plan sponsors on fiduciary responsibility, participant education, and plan design. CIAS can act as a 3(38) fiduciary, taking full discretion over investment decisions for retirement plans.

Assets Under Management$130M
Clients48
Advisors2
Avg. per Client$2.8M
Avg. per Advisor$67M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2 Advisors at this firm

Chadler Investment Advisory Solutions, LLC | TrueAdvisor