Chesapeake Asset Management provides investment advisory services, managing assets for high net worth individuals, families, and institutions. They offer discretionary services focused on public markets and customized global multi-asset portfolios tailored to client needs. Chesapeake specializes in selecting underlying managers, allocating capital globally, and providing performance reporting. They foster long-term partnerships with clients to meet their specific objectives.
Assets Under Management$720M
Clients153
Advisors3
Avg. per Client$4.7M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This is the fee for Discretionary Services - Public Markets. For Customized Global Multi-Asset Class Portfolios, the base fee ranges from 0.50% - 1.00% per annum and is negotiated with each client. Performance fees may also apply.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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