Chessie Advisors provides financial planning and investment management services. Financial planning can be annual, project-based, or hourly. Investment management is offered through the Chessie Wealth Guardian service, which manages investment portfolios on a discretionary basis. Chessie Advisors acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$7.8M
Clients21
Advisors1
Avg. per Client$370K
Avg. per Advisor$7.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.72% |
| $1.0M - $2.0M | 0.48% |
| $2.0M - $4.0M | 0.36% |
| $4.0M - $10.0M | 0.24% |
| $10M+ | 0.24% |
Fees negotiable for assets in excess of $10,000,000.01.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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