Chirho Garcia
Chirho Garcia is a registered investment advisor at Elevated Capital Advisors, LLC, based in Murrieta, CA, with 21 years of industry experience. Chirho operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,031 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ECA offers investment management through various programs. The fees depend on the financial advisor and program chosen, but will not exceed 2.25% of the assets managed.
Managed Model Portfolios:
- ECA Administration Fee: 0.25% - 0.75%
- Financial Advisor Fee: 0.00% - 1.25%
Advisor Directed Managed Accounts:
- ECA Administration Fee: 0.25%
- Financial Advisor Fee: 0.00% - 1.75%
Fees are negotiable based on factors like the advisor, client type, complexity, account composition, potential deposits, client relationship, and total assets managed. Fees are withdrawn from the client's account quarterly, in advance, based on the fair market value of the account.
Location
Murrieta, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Chirho works for Chirho Financial Solutions as an insurance agent and financial advisor, selling fixed insurance and providing financial planning services. This is a full-time commitment.
Employment History
Current Registrations
Elevated Capital Advisors, LLC
Previous Registrations
Regal Investment Advisors LLC
Bright Owl Investment Advisors
Regulus, LLCBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
National Planning CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.