Chaney Capital Management offers ongoing asset management services to clients. They determine investment goals, time horizons, objectives, and risk tolerance to create investment strategies, select investments, allocate assets, and monitor portfolios. Clients can impose restrictions on investments. Chaney does not participate in wrap fee programs.
Assets Under Management$460M
Clients388
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$76M
twitter.com/chaneycapital ·www.linkedin.com/company/chaney-capital-management ·www.chaneycapital.com
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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