Chapman & Chapman Advisors creates personalized investment strategies based on your goals, risk tolerance, and financial situation. They primarily use exchange-traded funds and no-load mutual funds. They also offer financial planning services, creating a detailed plan to help you achieve your financial goals. They do not manage client assets on a discretionary basis, meaning they need your approval before making any changes.
Assets Under Management$130M
Clients256
Advisors2
Avg. per Client$510K
Avg. per Advisor$65M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.20% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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