Chase Ferderer
Chase Ferderer is a registered investment advisor at Comprehensive Wealth Management, based in Lynnwood, WA, with 10 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 451 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM's annual advisory fee is a percentage of the value of your portfolio, covering financial planning, investment management, and ongoing monitoring. The fee generally ranges from 0.5% to 2% of the value of your portfolio. CWM requires a minimum quarterly fee of $2,750, which may be reduced or waived. If you have multiple accounts, they are combined to calculate the fee. CWM may recommend Direct Indexing, which has a 0.15% fee charged by a sub-advisor, in addition to CWM's fees.
Location
3500 188th St Sw, Suite 102, Lynnwood, WA, 98037-4757
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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
Comprehensive Wealth Management
Previous Registrations
Independent Financial Group, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Foresters Financial Services, INC.Broker
State Registrations1 state
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.