CHLEBINA CAPITAL – Your Trusted Financial Advisor
CHLEBINA CAPITAL is a well-known financial advisory firm that is dedicated to helping clients achieve their financial goals. With a team of experienced advisors, CHLEBINA CAPITAL offers comprehensive financial planning services to individuals, families, and businesses. The firm operates with the belief that financial success is attainable for everyone, with the right guidance and expertise.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial advice
- Provides comprehensive financial planning services
- Creates customized investment portfolios
- Assists with risk management and insurance planning
- Educates and empowers clients to make informed financial decisions
Facts and Insights
CHLEBINA CAPITAL has been in business for over 10 years, and in that time, it has helped numerous clients achieve their financial goals. The firm’s success is reflected in its assets under management, which currently stands at $500 million. The team at CHLEBINA CAPITAL follows a disciplined approach to financial planning and continuously monitors and adjusts clients’ plans to ensure they stay on track towards their goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2008 |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 15 |
Financial Services Offered
- Investment planning
- Retirement planning
- Estate planning
- Education planning
- Tax planning
- Risk management and insurance planning
Client Types
- Individuals
- Families
- Businesses
Fees & Compensation
CHLEBINA CAPITAL operates on a fee-based model, which means the firm charges a percentage of assets under management as its fee. The exact percentage may vary depending on the services provided and the size of the client’s portfolio. This model ensures that the firm’s interests are aligned with those of its clients, as their success directly impacts the firm’s compensation.
Background
The founder and CEO of CHLEBINA CAPITAL, John Chlebina, has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), making him a highly qualified and knowledgeable advisor. Under his leadership, CHLEBINA CAPITAL has become a trusted and respected name in the financial advisory industry.
Financial Advisor Disclosures to Know
CHLEBINA CAPITAL has a strict policy of transparency and always puts its clients’ interests first. As a registered investment advisory firm, the firm is required to disclose certain information to its clients, including any potential conflicts of interest. Clients can find all necessary disclosures and policies on the firm’s website or by contacting their advisor.