Chambers Financial Consulting (CFC) provides investment management and financial planning services. CFC develops investment plans based on clients' goals and risk tolerance, and also offers financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. CFC uses outside managers to assist with investment management.
Assets Under Management$32M
Clients53
Advisors1
Avg. per Client$610K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable. The above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...