Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiated with your investment adviser representative.
Fee Estimator
Chapin Davis charges an annual fee of 2.00% for investment portfolio management, 401k investment advisory, and wrap fee manager services, calculated on your account value. This fee does not include brokerage charges, transaction fees, or mutual fund management fees. Financial planning services are offered for a flat fee, based on the complexity of the analysis and scope of the engagement. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
1411 Clarkview Road, Baltimore, MD, 21209
Get directionsRegulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Craig is an independent contractor sales agent for Chapin Davis Insurance, Inc., selling variable and fixed insurance products, dedicating minimal time. He also works as a contractor for South Street Securities marketing repurchase agreements, taking nearly full-time hours.