Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
Fee Estimator
Financial planning fees are either hourly ($200/hour) or fixed ($200 to $1,500), as negotiated. Asset management fees are based on a percentage of assets under management, as shown in the table. These fees are calculated quarterly. Clients can negotiate their advisory fee with CFSC and their IARs. In addition to CFSC's fees, accounts will be charged various fees by the custodian of the account including execution fees, custodial fees, etc. CFSC has no minimum account value requirement.
Areas of Practice
Advisor Information
Office location
188 Inverness Drive West, Suite 100, Centennial, CO, 80112
Get directionsRegulatory History (2)
Employment Separation After Allegations
April 1996Employment Separation After Allegations
December 1992Other Business Activities
Chester is the president of The Compliance Department Inc., a compliance consulting firm, dedicating about 10-20% of his time to contract services. He also serves as president of Colorado National Corporation, holding interests in BD and IA firms, spending minimal time on this. Finally, Chester is the chairman of Colorado High-Country Educational Treks Inc, a non-profit organization, spending minimal time and receiving no compensation.