Chancellor Financial Group (CFG) provides investment advice to individuals, high net worth individuals, trusts, estates, and charitable organizations. CFG offers customized investment solutions through personal contact and discretionary investment management. They work with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy using low-cost, diversified mutual funds and exchange-traded funds (ETFs). CFG also offers financial planning services, including investment planning, retirement planning, and education savings.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.00% |
Investment advisory fees are also available at a fixed fee basis which is negotiable at the sole discretion of the Advisor depending on the size, nature and complexity of the Client relationship. Fixed fees range up to $50,000 per year, not to exceed 2.00% of assets under management. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.