A complete list of active advisors currently associated with Vere Chappell
Warmer can help you find a great advisor at Vere Chappell or one who fits your needs even better.
Vere Chappell primarily provides investment management for pooled investment vehicles and institutional clients, as described in its Form ADV Part 2A (see Item 7). The brochure also indicates the firm may work with individual, non‑high‑net‑worth clients on a limited basis. The firm describes discretionary management and its investment methods in Item 8 and related sections of the brochure. Its fee disclosures (Item 5) show the use of hourly fee arrangements and the absence of a standard percentage‑of‑assets‑under‑management fee model. The firm’s Form ADV discloses an affiliation with an accounting firm and identifies accounting activities as part of its business (Item 10), a structure that is uncommon among investment managers. The brochure also includes disclosure events (Item 9), which prospective clients should review when assessing the firm alongside its institutional focus.
To learn more about the advisors currently working at Vere Chappell, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Laguna Hills, CA
| 17
|
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