Chevy Chase Trust Company offers investment management and financial planning services to high-net-worth individuals, families, and institutions. Services include investment advice for equities and fixed income, personal trust services, family wealth services, and institutional custody services. Chevy Chase Trust aims to generate attractive returns relative to benchmarks through thematic investing, focusing on secular trends and economic forces.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
A $35,000 minimum fee applies, with certain pre-approved exceptions. Fees are also prorated for an initial or final month in which the assets are managed. Fixed income only schedule available for minimum $7.5M investment: 0.50% on the first $5,000,000, 0.40% on the next $5,000,000, 0.30% on the balance.
