Advisor at Chaim Investment Advisors LLC
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Firm
Chaim Investment Advisors LLC
Location
Eugene, OR
Credentials
Series 65
Industry experience
11 years
Victor Schramm is a financial advisor at Chaim Investment Advisors LLC in Eugene, OR, holding a Series 65 designation with 11 years of industry experience. He has been with Chaim Investment Advisors since 2014. Chaim Investment Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension/employee benefit plans. The firm customizes Investment Policy Statements for clients and employs both fundamental and cyclical analysis alongside modern portfolio theory, offering discretionary management and pension consulting services that include 401(k) plans.
Based on Chaim Investment Advisors LLC
$1 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.70% $25,000,001+: 0.65%
$250 per hour for portfolio management and financial planning services.
Fee-only: Portfolio management and financial planning fees are fee-only; no commissions are accepted.
Eugene, OR
California · Oregon
Chaim Investment Advisors, LLC
2014 - Present (12 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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