Chevron Financial offers investment management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to guide portfolio selection. They also offer financial planning covering investments, insurance, taxes, retirement, student loans, college, and debt. Chevron Financial primarily recommends ETFs and mutual funds. They use both tactical and strategic portfolio construction.
Assets Under Management$7.8M
Clients21
Advisors1
Avg. per Client$370K
Avg. per Advisor$7.8M
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Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Chevron Financial charges an annual fee based on the value of your portfolio. The exact percentage is negotiable and detailed in your Investment Advisory Contract. Assets managed without an active Investment Advisory Contract will be charged a 2.00% annual fee.
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