Chevy Chase Trust Company
Assets Under Management
$40.3B
Number of Clients
1,234
Number of Advisors
38
Average Client AUM
$32.6M
AUM per Advisor
$1.1B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CCTC offers investment management, personal trust, family wealth, and financial planning services. They manage assets for high-net-worth individuals, investment companies, pension plans, and other entities. Their investment approach involves thematic investing, focusing on secular trends and economic forces.
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
Areas of Practice
Investment ManagementHigh Net WorthBusiness Owners
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Location
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814
38 Advisors at this firm
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