Craig Chucka is a registered investment advisor at Snider Financial Group, based in Bellevue, WA, with 6 years of industry experience. Craig 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 3 more. Their firm serves 509 clients with $500M 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 $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
A minimum of $200,000 is required or an annualized fee of 1.75% of assets under management will be assessed.
Fee Estimator
Location
12505 Bel-Red Rd, Suite 200, Bellevue, WA, 98005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Craig is the owner and member manager of Geddes Chucka PLLC, a CPA firm, dedicating full-time hours to managing the business and client base. He also owns 12505 Bel Red Properties, LLC, a commercial real estate rental company.
Employment History
Current Registrations
Snider Financial Group
Previous Registrations
Snider Financial Group
State Registrations1 state
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