Chesapeake Financial Advisors offers personalized financial planning and investment management services. They help clients define financial objectives and develop strategies to reach them, including cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Chesapeake Financial Advisors is a fee-only firm, meaning they are compensated solely by client fees and do not sell financial products or receive commissions.
Assets Under Management$260M
Clients284
Advisors2
Avg. per Client$930K
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.75% |
Fixed income portfolios are charged 0.70%. Current client relationships may exist where the fees are higher or lower than the fee schedule above. All fees, including the minimum annual fee, are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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