Karen Chancy is a CFP-designated registered investment advisor at Intellus Advisors, LLC, based in Naples, FL, with 26 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Insurance Planning, and 3 more. Their firm serves 1,032 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $30.0M | 0.60% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | Included |
Fees may be adjusted higher or lower based on legacy arrangements, complexity of financial planning, specialized investment strategies, or affiliated account relationships.
Fee Estimator
Location
8625 Tamiami Trail N., Suite 301, Naples, FL, 34108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen has 100% ownership of Chancy Ventures, LLC, providing management services, and 50% ownership of Intellus Advisors, LLC, a registered investment advisor, through Chancy Ventures, LLC. She also owns rental property and is a successor trustee.
Employment History
Current Registrations
Intellus Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Mutual Service CorporationBroker
State Registrations1 state
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