Thrasher & Chambers Wealth Management, LLC

Fee-Only (% of Portfolio)

Thrasher & Chambers Wealth Management provides financial planning, pension consulting, and portfolio management services. Financial planning and pension consulting are offered at no cost. The firm designs portfolios and implements them through the purchase and sale of registered securities, annuities, and life insurance. Thrasher & Chambers also works with other firms to provide some services and focuses on the impact of taxes on investment performance.

Assets Under Management$150M
Clients400
Advisors2
Avg. per Client$380K
Avg. per Advisor$76M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management

Thrasher & Chambers Wealth Management charges a fee based on a percentage of the value of your portfolio. The firm generally recommends cost-effective, no-load products. Representatives may also receive commissions on variable products. If Thrasher & Chambers receives commissions because of the purchase of an investment asset, that asset will be excluded from any computation of asset-based management fees. Fees are negotiable and assessed quarterly in advance, deducted from the client's account.

Loading...
Location

2 Advisors at this firm