CHF Wealth Management offers financial planning, portfolio construction, and asset management services. They work with clients to identify their financial goals, develop investment strategies, and monitor their portfolios. CHF uses risk profile questionnaires to determine appropriate portfolio types and investment policy statements. They implement portfolios through various securities, monitor market conditions, and reposition assets as needed. CHF also selects independent managers to actively manage a portion of client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
CHF may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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