James Minh Nguyen

Chevy Chase Trust Company

3 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementHigh Net WorthBusiness Owners

Chevy Chase Trust Company

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

38 advisors

Number of Clients

1,234 clients

Average Client Portfolio

$32.6M average

Assets Under Management

$40.3B

Fee Structure

Minimum Investment:$3M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.25%
$2.0M - $5.0M	1.00%
$5.0M - $10.0M	0.75%
$10M+	0.50%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$35,000

Location

7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814

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History

Regulatory History (1)

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Financial

May 2020

Final

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Chevy Chase Trust Company

September 2022 - Present · 3 yrs 5 mos

Previous Registrations

Bdo Wealth Advisors, LLC

January 2022 - July 2022 · 6 mos

State Registrations3 states

DCMDVA

Advisor

Exams

No exam information available for this advisor.