AC

Alan Robert Chambers

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
13 advisors
Number of Clients
1,016 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.9B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $5.0M0.70%
$5M+0.50%

Clients who maintain less than $750,000 of assets under management may be subject to a $7,500 annual minimum fee to participate in this managed account program. The ADVISER generally requires an annual minimum fee of $7,500, however, the ADVISER shall never charge the CLIENT more than 3% of their total account value.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,000

Nadler Financial Group charges an annual investment advisory fee based on a percentage of assets under management. There are three separate fee schedules: one for non-Program discretionary investment management, one for Focused Investment Objective Program participants, and a separate fee schedule for Retirement Plan Consulting Services. Clients who maintain less than $750,000 of assets under management may be subject to a $7,500 annual minimum fee to participate in the managed account program. Clients who maintain less than $235,300 of assets under management are subject to a $2,000 annual minimum fee for the Focused Investment Objective Program. The Registrant’s investment advisory fee schedules are negotiable at Registrant’s discretion. The Registrant’s annual fee for retirement plan consulting services is negotiable but will generally not exceed 0.75%.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

155 N. Pfingsten Road, Suite 160, Deerfield, IL, 60015-4903

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Nadler Financial Group, INC.
March 2022 - Present · 3 yrs 10 mos
Ausdal Financial Partners, INC. Broker
October 2021 - Present · 4 yrs 3 mos
State Registrations2 states
ILTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.