Chartwell Investment Partners provides investment advice to institutional, sub-advisory, and private clients. Chartwell manages portfolios of equity and fixed income securities, exchange traded funds, and mutual funds. Chartwell may participate in wrap fee programs, providing investment management services to clients of those programs. Chartwell is a subsidiary of Raymond James Investment Management.
Fee Structure
Chartwell's fees for investment management are based on a percentage of your portfolio's value or a fixed fee. Fees are negotiable.
For retail and high net worth clients with at least $250,000 invested, the fee is generally 0.90% of the value of the assets under management. Any assets over $1 million will be billed at the fee of 0.75%. For individual bond holdings the fee is 0.625% and for bond mutual funds, including exchange traded funds, the fee is 0.375%.
Fees for wrap portfolios vary per platform.