Chimborazo Investment Research LLC offers ongoing portfolio management services. They create an investment policy statement for each client, outlining their financial situation and risk tolerance. CIR generally advises on mutual funds, fixed income securities, equities, ETFs, and treasury inflation-protected bonds, primarily recommending equities. CIR requests authority to make trades without asking clients first.
Assets Under Management$8.8M
Clients11
Advisors1
Avg. per Client$800K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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