Chapel Hill Investment Analysts (CHIA) specializes in financial planning for individuals and businesses. CHIA's services include asset management, retirement planning, education funding, insurance needs analysis, estate planning, budget analysis, and pension plans. CHIA maintains full discretion of the assets under management, but may allow clients to hold a high-risk investment portfolio where the client and advisor collaborate on investment decisions.
Assets Under Management$380M
Clients1,488
Advisors3
Avg. per Client$260K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fixed income accounts are charged 0.40% annually. Fees may be negotiable for accounts with assets of more than one million dollars.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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