Chapin Davis offers investment advice on equities, fixed income, mutual funds, and exchange-traded funds. They provide investment portfolio management with varying levels of discretion, financial planning services, and wrap fee manager services. Chapin Davis also manages 401k assets through a third-party platform. Financial planning covers estate planning and personal financial reviews.
Assets Under Management$540M
Clients498
Advisors21
Avg. per Client$1.1M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiable with your investment adviser representative. This fee also applies to wrap fee accounts and 401k investment advisory services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
21 Advisors at this firm
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