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
1340 Smith Ave, Suite 200, Baltimore, MD, 21209
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 ActivitiesSells Insurance
Francis is an independent contractor sales agent for Chapin Davis Insurance, Inc. since January 2024, dedicating minimal time to selling insurance products. He also works for South Street Securities marketing repurchase agreements, taking nearly full-time hours, and is a director and coach for Backyard Lacrosse Club, spending a few hours per week.