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Stuart Chaussee & Associates (Rancho Palos Verdes)


Stuart Chaussee & Associates is an adviser based in Rancho Palos Verdes. It manages $63.21 million of regulatory assets for 173 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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Stuart Chaussee & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stuart Chaussee & Associates: assets under management

The assets under management (AUM) of Stuart Chaussee & Associates is $63.21 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $55.03 million in discretionary accounts and $8.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $374.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $314.5 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stuart Chaussee & Associates for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rancho Palos Verdes

The principal office where Stuart Chaussee & Associates performs its advisory services is located at 26107 Basswood Avenue, Rancho Palos Verdes, CA 90275 The mailing address of the firm is 468 North Camden Drive, Beverly Hills, CA 90210. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (310) 373-3732 or by fax (310) 373-9554. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.preservingwealth.com.


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