Chancellor Financial Services (CFS) offers financial planning and investment management services. CFS manages investments directly and through third-party managers like Orion Portfolio Solutions and Gradient Investments. Financial planning covers investments, expenses, goals, retirement, Social Security, insurance, and legacy planning. CFS also provides financial coaching. The firm's president is affiliated with entities that sell insurance products.
Assets Under Management$26M
Clients85
Advisors1
Avg. per Client$310K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable. CFS also uses third-party managers like Orion Portfolio Solutions and Gradient Investments, which have their own fee structures.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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