Erik Chavez is a registered investment advisor at Alpha Architect, based in Newtown Square, PA. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 135 clients with $14B 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 | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000. At the firm’s discretion, and depending on the facts and circumstances, fees may be reduced to zero.
Fee Estimator
Location
Suite 150, 3803 West Chester Pike, Newtown Square, PA, 19073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Alpha Architect
State Registrations1 state
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