Chambers Capital, LLC

Fee-Only (% of Portfolio)

Chambers Capital, LLC primarily offers discretionary portfolio management services. Their main investment approach is a quantitatively driven "all weather" strategy that includes both stock and bond exposure, with bond exposure mainly through exchange traded funds. A portion of their investment strategy involves identifying low-risk, high-reward opportunities. They tailor their services to each client's risk profile and investment goals, which are documented in a written investment policy statement. Chambers Capital generally limits its investment advice to fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.

Assets Under Management$3.8M
Clients2
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$3.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.50%
$3.0M - $5.0M1.25%
$5.0M - $15.0M1.00%
$15M+0.75%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm