Chesapeake Financial Advisors

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Assets Under Management

$263.7M

Number of Clients

284

Number of Advisors

Average Client AUM

$928K

AUM per Advisor

$131.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Chesapeake Financial Advisors offers financial planning and investment management services. They work with clients to define financial objectives and develop strategies. The firm is fee-only and does not sell commissioned products. Investment advice is provided on a discretionary or non-discretionary basis. They primarily invest in stocks, bonds, mutual funds, and ETFs.

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.50%
$500K - $1.0M	1.25%
$1M+	0.75%

Fixed income portfolios 0.70%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$5,000

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Location

401 Jefferson Avenue, Towson, MD, 21286

2 Advisors at this firm

PFS