Chadds Ford Wealth Partners offers financial planning, consulting, and investment management services. Financial planning includes cash flow planning for retirement and legacy gifting. Investment management involves managing investment portfolios, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. Chadds Ford works with clients to understand their goals and objectives and to define success in their terms.
Assets Under Management$1.2B
Clients63
Advisors2
Avg. per Client$20M
Avg. per Advisor$620M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $20.0M | 0.20% |
| $20M+ | 0.20% |
Fee is negotiable above $20,000,000. There is a 20% discount to the fee schedule for not-for-profit clients. If the firm manages a portfolio of less than $1,000,000, the fee will be 1.00% and subject to the $5,000 minimum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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