Advisor at Chapman & Chapman Advisors LLC
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Firm
Chapman & Chapman Advisors LLC
Location
Chagrin Falls, OH 44022
Credentials
Series 65
Industry experience
10 years
Ashley Rozsa is a financial advisor at Chapman & Chapman Advisors LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Chapman & Chapman Advisors since 2014. Chapman & Chapman Advisors LLC serves individual clients, pension and profit-sharing plans, and small businesses by providing portfolio advisory services and written financial planning. The firm focuses on broadly diversified, passive investment instruments and manages approximately $130.9 million in client assets entirely on a non-discretionary basis.
Based on Chapman & Chapman Advisors LLC
$1 - $500,000: 1.40% $500,001 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 1.20% Over $2,000,000+: Negotiable
$300 to $500 per hour
33 River Street, Suite 3
Chagrin Falls, OH 44022
Ohio
Chapman & Chapman Advisors LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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