Chipser Wealth Management offers investment advice tailored to clients’ needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Chipser Wealth Management also provides financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization. The firm provides these services through Investment Advisory Representatives to accounts opened with them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
In individual cases, Chipser Wealth Management has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services. In these instances, the combined total fees charged to the client annually will not exceed 2% of their annual portfolio value.