Elisabeth Hayes is a registered investment advisor at Chapin Davis Asset Management, based in Baltimore, MD, with 37 years of industry experience. Elisabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 498 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiable with your investment adviser representative. This fee also applies to wrap fee accounts and 401k investment advisory services.
Fee Estimator
Location
1411 Clarkview Road, Baltimore, MD, 21209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elisabeth is a part-owner and treasurer of T.J. Albert Racing LLC, a thoroughbred racing stable, and spends a few hours per week on it. She also volunteers for the Jr. League of Baltimore and Executive Alliance, and serves as a personal representative for multiple estates, dedicating minimal time to these activities.
Employment History
Current Registrations
Chapin Davis Asset Management
Chapin, DavisBroker
Previous Registrations
Jones Falls Securities INC.Broker
Johnston, Lemon & CO. IncorporatedBroker
State Registrations22 states
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