Chelsea Advisory provides financial planning and investment management services. They create investment portfolios tailored to each client's needs, using stocks, ETFs, mutual funds, and bonds. Chelsea Advisory may use third-party money managers to manage portions of client accounts. Some financial planning is included with investment management, and standalone financial planning is also available.
Fee Structure
Chelsea Advisory charges a percentage of your portfolio each year. The exact percentage is negotiated with each client, up to a maximum of 2%. Fees are paid quarterly. Some financial planning is included with investment management services. Chelsea Advisory recommends clients open brokerage accounts with their affiliate, Chelsea Financial, which has negotiated rates with Hilltop Securities. This arrangement means clients don't pay separately for advisory services, trade execution, or custody.