Craig Pohl is a registered investment advisor at Chesapeake Financial Advisors, based in Towson, MD, with 11 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 284 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.75% |
Fixed income portfolios are charged 0.70%. Current client relationships may exist where the fees are higher or lower than the fee schedule above. All fees, including the minimum annual fee, are negotiable.
Fee Estimator
Location
401 Jefferson Avenue, Towson, MD, 21286
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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 →Employment History
Current Registrations
Chesapeake Financial Advisors
State Registrations2 states
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