Roman Chiokadze
Roman Chiokadze is a registered investment advisor at Ventura Wealth Management, based in Yardley, PA, with 4 years of industry experience. Roman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 531 clients with $600M 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 - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for assets over $5 million.
Fee Estimator
Location
820 Township Line Road, Suite 100, Yardley, PA, 19067
Get directionsHistory
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 ActivitiesSells Insurance
Roman works as an insurance broker, appointed with outside carriers to broker non-registered products, since September 2023. This activity requires minimal time.
Employment History
Current Registrations
Ventura Wealth Management
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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