Ashley Rozsa is a registered investment advisor at Chapman & Chapman Advisors LLC, based in Chagrin Falls, OH, with 10 years of industry experience. Ashley 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, Investment Management, and 2 more. Their firm serves 256 clients with $130M 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 | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.20% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Location
33 River Street, Suite 3, Chagrin Falls, OH, 44022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Chapman & Chapman Advisors LLC
State Registrations1 state
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