Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
All fees are negotiable and defined in your Investment Advisory Agreement.
Fee Estimator
Fees are negotiable and based on a floating rate schedule, calculated on the net market value of assets in your account. The fee is billed quarterly. In addition to our fee, you may be required to pay other charges such as custodial fees, internal fees and expenses charged by mutual funds, ETFs and variable annuities, fees charged by third party money managers, maintenance and termination fees for IRAs, certain retirement and qualified accounts; and, other fees, commissions and taxes on brokerage accounts and securities transactions. The firm generally requires a minimum investment account of $25,000, but this may be waived at their discretion.
Areas of Practice
Advisor Information
Office location
3060 Peachtree Road Suite 1200, Atlanta, GA, 30305
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Chesley is a member of the FINRA Dispute Resolution non-public arbitrator pool, though currently inactive, dedicating minimal time. Chesley also submits poetry for publication, an activity that is not investment related.