Chrome Advisors offers investment advice and financial planning to individuals and other clients. Chrome reviews client investment goals, recommends asset allocation strategies, and prepares written investment strategies. Chrome also provides financial planning services, including risk assessment, investment planning, estate planning, and tax planning. Chrome utilizes third-party investment managers and sub-advisory services to implement investment portfolios.
Assets Under Management$150M
Clients124
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$76M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. For sub-advisory services, fees range up to 1.50% in addition to the stated fees, but combined fees will not exceed 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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