Robert Kaehler is a ChFC-designated registered investment advisor at Chapin Davis Asset Management, based in Dover, DE, with 24 years of industry experience. Robert 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
Dover, DE
Get directionsHistory
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 →Employment History
Current Registrations
Chapin, Davis
Chapin, DavisBroker
Chapin Davis Asset Management
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Hornor, Townsend & Kent, LLCBroker
J.P. Morgan Institutional Investments INC.Broker
Equity Services, INC.Broker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
Chase Investment Services CORP.Broker
MML Investors Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.