Kevin Wells is a registered investment advisor at Chilton Investment Services, LLC, based in Charlottesville, VA, with 13 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,785 clients with $6.9B in assets under management.
Chilton Investment Services (CIS) manages investments for private funds and managed accounts. The annual management fee for direct managed accounts typically ranges from 0.5% to 1.25%. For sub-advised managed accounts, the fee is generally between 0.15% and 0.50% annually. The specific fee depends on factors like liquidity terms and the types of investments. Fees are negotiable based on the size of the account and services provided. CIS also provides tailored asset allocation advice and recommendations for certain accounts with respect to investments in alternative asset classes or with external asset managers, and is generally entitled to receive an asset-based fee of 0.60% per annum.
675 Peter Jefferson Parkway, Suite 240, Charlottesville, VA, 22911
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