Chester Hebert
Advisor at Colorado Financial Service Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Colorado Financial Service Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Denver, CO
Credentials
Series 63
Industry experience
34 years
Chester Hebert is a financial advisor with Colorado Financial Service Corporation, holding a Series 63 designation and over 34 years of industry experience. He has worked with firms including Coughlin & Company and TCAdvisors Network Inc and has been with Colorado Financial Service Corporation since 2008. He also serves as president of The Compliance Department Inc., a compliance consulting firm, and is chairman of Colorado High-Country Educational Treks Inc., a nonprofit organization. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management services primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on both discretionary and non-discretionary bases while utilizing advisor and third-party research.
Based on Colorado Financial Service Corporation
Fixed fee range of $200 to $1,500 for financial planning services
Less than $100,000 - $100,000: 2.5% $100,001 - $500,000: 2.0% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.5% Over $2,500,000+: Negotiable
Separate compensation in the form of commissions for securities and insurance product transactions
$200 per hour for financial planning services
Fee-only: Hourly fee of $200 per hour; Fixed fee range of $200 to $1,500 for financial planning services
Denver, CO
California · Florida · Washington
Coughlin & Company
2018 - 2018 (1 year)
TCAdvisors Network Inc
2018 - 2018 (1 year)
Colorado Financial Service Corp
2008 - Present (18 years)
The Compliance Department Inc.
2002 - Present (24 years)
SELF-EMPLOYED
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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