Chamberlain Consulting Group, LLC

CRD#137272
Investment Advisor Firm

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Overview

Chamberlain Consulting Group, LLC operates as a financial advisory company that has its headquarters in Irvine, California. It controls $336.2 thousand in assets over two customer accounts. The firm has a small group of one employee who is a financial advisor. Chamberlain Consulting Group, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as options, stocks and bonds.

Chamberlain Consulting Group, LLC manages none of the company's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions without requiring client consent. Chamberlain Consulting Group, LLC also has two non-discretionary accounts totaling $336,215 in AUM. The advisory firm supervises an average of $168,108 in assets for every customer account. The typical advisor at Chamberlain Consulting Group, LLC manages about two client accounts, making it one of the most individualized financial advisor firms in the country.

The firm's central office is located at 2050 Main Street, Irvine, California 92614. The company is registered to serve clients in the state of California.

Assets Under Management

$336.2 thousand

Number of Advisors

1

Disclosures

No

Office Location

2050 Main Street
Irvine, CA 92614

Chamberlain Consulting Group, LLC by the Numbers

Total Assets Under Management

$336.2 thousand

National Average: $3.7 billion
Total Number of Employees

1

National Average: 29
Total Number of Accounts

2

National Average: 2,073
Average Account Size

$168.1 thousand

National Average: $1.8 million

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Fee Structure

Financial advisory fees largely are based on which services the firm provides the client. Fees charged by the firm can include the following fee structures: asset-based or hourly. Chamberlain Consulting Group, LLC does not supply a wrap fee program, in which the company offers a bundle of services for a single fee. The firm is able to withdraw its charges directly from client accounts.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 35% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

Unavailable

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It works with high net worth investors. Out of its two accounts, Chamberlain Consulting Group, LLC's biggest client group is high net worth investors, but it also serves two high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are from outside of the U.S.

  • High-Net-Worth Individuals* - 100%
  • Other Individuals - 0%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Chamberlain Consulting Group, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA