Overview
- Headquarters
- Wilkes-Barre, PA
- Total Firm Assets
- $249 million
- Average High-Net-Worth Client Portfolio Size
- $3.2 million
Fee Disclosure
Source: CHANCELLOR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2025-03-14)
· View brochure text
Latest filing: CHANCELLOR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-03-16)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 2.00% |
| $2,000,001 | $5,000,000 | 1.75% |
| $5,000,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $92,500 | 1.85% |
| $10 million | $142,500 | 1.42% |
| $50 million | $542,500 | 1.08% |
| $100 million | $1,042,500 | 1.04% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 58.20%
- Number of High-Net-Worth Clients
- 46
- Total Client Accounts
- 1,303
- Discretionary Accounts
- 1,160
- Non-Discretionary Accounts
- 143
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 159563
- CHANCELLOR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-03-16) · View brochure text
- CHANCELLOR DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2025-03-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗