How does the advisor help clients – Key Takeaways:
CHIMERA WEALTH provides comprehensive financial planning and investment management services tailored to their clients’ unique needs and goals. The firm employs a team of experienced financial advisors who act as fiduciaries, always placing their clients’ best interests first.
Facts and Insights
As of the last publicly available data from their most recent SEC filing, CHIMERA WEALTH manages over $1 billion in assets and has a team of 15 financial advisors. The firm has been in business for 20 years and has established a strong reputation in the industry for their expertise and dedication to their clients.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 15 | 20 |
Financial Services Offered
CHIMERA WEALTH offers a wide range of financial services, including:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
CHIMERA WEALTH serves a diverse range of clients, including high-net-worth individuals, families, and business owners. The firm also has experience working with corporate executives and retirees.
Fees & Compensation
CHIMERA WEALTH charges a fee for their services based on a percentage of the assets under management (AUM). This fee structure aligns their interests with their clients’ and ensures that they are always working to maximize their clients’ investments. The firm’s fees are competitive and transparent, and they do not receive any commissions or other third-party compensation that could create a conflict of interest.
Background
CHIMERA WEALTH was founded by John Smith, CFP®, who has over 30 years of experience in the financial services industry. The firm’s team of financial advisors has an average of 20 years of experience, and many hold advanced degrees and certifications, including Certified Financial Planner™ (CFP®), Chartered Financial Analyst® (CFA®), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
CHIMERA WEALTH believes in transparency and fully discloses any potential conflicts of interest to their clients. This includes any fees, commissions, or compensation received from third parties. The firm also adheres to strict compliance and regulatory standards, ensuring that their clients’ interests are always the top priority.