Allan F. Chlastawa is a solo registered investment advisor offering investment advice and financial planning services. He analyzes client financial information and creates strategies to help them achieve their goals. Recommendations cover investment advice, tax planning, retirement planning, and more. Allan F. Chlastawa may consult with other professionals like accountants and attorneys, but does not receive commissions or referral fees. He may also provide limited legal or accounting services separately.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are calculated quarterly, based upon the asset value of clients individual account(s) on the last day of each quarter, with appropriate pro -ration for interim additions or withdrawal of funds. All fees and compensation are subject to negotiation.