Chladek Wealth Management offers financial planning, investment management, and comprehensive financial planning with investment management. Financial planning covers retirement, education savings, cash flow, debt reduction, estate planning, insurance, tax planning, and charitable giving. Investment management involves creating a risk-based portfolio using mutual funds, ETFs, stocks, and bonds. Clients can also receive advice on accounts held elsewhere, such as 401(k)s. Chladek Wealth Management also coordinates estate planning document preparation through Wealth.com.
Assets Under Management$68M
Clients63
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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