Chambers Financial Group offers investment advice tailored to individual client needs and investment goals. This includes reviewing investment objectives, recommending asset allocation strategies across various investment products (cash, stocks, mutual funds, bonds, and annuities), and preparing written investment strategies. Clients can specify restrictions on investments. The firm provides both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$44M
Clients200
Advisors2
Avg. per Client$220K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $250K | 1.55% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees for mutual funds/variable annuities/private placements are capped at 1.10% for accounts up to $10,000,000. Chambers Financial has the discretion to negotiate lower fees or waive fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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