Chappelwood Financial Services
Assets Under Management
$98.3M
Number of Clients
152
Number of Advisors
3
Average Client AUM
$647K
AUM per Advisor
$32.8M
Compensation
Fixed/Hourly
About This Firm
CFS provides investment advice, financial planning, insurance planning, income and cash flow management, Social Security optimization, legacy planning, and educational seminars and workshops. Investment advice is limited to mutual funds, individual stocks and bonds, ETFs, and other securities. Insurance advice is primarily limited to fixed and indexed annuities, life insurance, long -term care insurance, and long -term disability insurance.
Fee Structure
Financial planning services are offered on a fixed fee basis, with 50% due upon signing the agreement and the remaining 50% upon delivery of the plan. Fees are negotiable. Insurance commissions are paid by the issuing insurance company. Non-managed financial advisory services are billed hourly ($500 minimum), monthly ($125-$150), or annually ($1,500-$1,800). Managed assets are charged a percentage-based Financial Advisor Fee, ranging from 1.35% to 1.95% for assets under $499,999, 1.15% to 1.34% for $500,000 to $999,999, 1.00% to 1.14% for $1 million to $1.99 million, and 0.90% to 0.99% for $2 million and above. The final fee depends on the client's financial situation and the complexity of the service requested. Asset-based fees are non-negotiable.
Areas of Practice
Location
Financial District of Oklahoma, 1725 E 15th Street, Edmond, OK, 73013