Chase Advisory and Wealth Management is a registered investment advisor founded in 2026 and based in Kansas City, Missouri. The firm offers comprehensive wealth management services that combine ongoing investment portfolio management with personalized financial planning. When managing investments, Chase Advisory and Wealth Management builds customized portfolios based on each client's specific goals, risk tolerance, and tax considerations, primarily utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. The firm also provides standalone or bundled financial planning covering retirement projections, cash flow and debt management, tax strategies, estate planning, insurance analysis, and business planning. Chase Advisory and Wealth Management operates as a fee-based firm and does not have an account minimum requirement, serving individuals, high-net-worth individuals, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Fees are negotiable. Household accounts may be aggregated for fee calculation. If an outside manager is used, their fee will not exceed 1.00%, and the combined advisory fee will not exceed 2.00%.