Chelsea Blasch is a registered investment advisor at Sterling Investment Counsel, LLC, based in Buffalo, NY, with 11 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 802 clients with $820M 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 $500K | 1.50% |
| $500K+ | 1.25% |
Relationships are subject to a minimum annual fee of $1,500. Fees vary by client dependent upon the complexity and the size of the investment portfolio. These fees are generally negotiable.
Fee Estimator
Location
360 Delaware Avenue, Suite 400, Buffalo, NY, 14202
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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 →Other Business Activities
Chelsea operates under Jensen, Marks, Langer & Vance Comprehensive Wealth Planning LLC and JENSEN, MARKS, LANGER, AND VANCE LLC as DBAs for her LPL business since 2018. Since November 2024, she also provides investment advisory services through Sterling Investment Counsel, LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Sterling Investment Counsel, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Sii Investments, INC.
Sii Investments, INC.Broker
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.