Chancellor Financial Services is an investment advisory firm that offers portfolio management, financial planning, and financial coaching. The firm helps clients build and manage investment portfolios through direct asset management as well as partnerships with external portfolio managers like Orion Portfolio Solutions and Gradient Investments. In addition to managing investments, Chancellor Financial Services provides comprehensive financial planning covering retirement, investments, expenses, taxes, and estate planning, alongside structured financial coaching programs focused on budgeting, debt reduction, and money mindset.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Direct asset management and Orion Portfolio Solutions charge a flat 1.00% annual fee. Gradient Investments co-advisor strategies range from 1.00% to 1.75% total annual fees.