| 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.
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.
1411 Clarkview Road, Baltimore, MD, 21209
Get directionsDawn is the affiant of a small estate, representing the estate and filing paperwork. This activity is not investment-related and requires minimal time.