Chamberlain Financial Advisors offers financial planning services covering cash flow, debt management, education funding, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services, tailoring investment guidelines to client objectives and risk tolerance. The firm offers educational workshops on various financial topics. Chamberlain Financial Advisors manages portfolios on a discretionary or non-discretionary basis.
Assets Under Management$54M
Clients84
Advisors3
Avg. per Client$650K
Avg. per Advisor$18M
chamberlainfa.com ·www.linkedin.com/in/josh-chamberlain-1106795 ·www.facebook.com/chamberlainfinancial
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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