Chesapeake Financial Advisors
Assets Under Management
$263.7M
Number of Clients
284
Number of Advisors
2
Average Client AUM
$928K
AUM per Advisor
$131.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Chesapeake Financial Advisors provides personalized financial planning and investment management services. They work with clients to define financial objectives and develop strategies to reach those objectives. They are a fee-only firm, receiving compensation solely from client fees and not selling commissioned products.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 0.75% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Fees are based on a percentage of assets under management or fixed fees. Financial planning fees range from $3,500 to $10,000 for the initial plan setup, with annual planning fees ranging from $1,750 to $5,000. Investment advisory service fees are based on a percentage of investable assets. The minimum annual fee for Investment Advisory Services is $5,000/year. Fixed income portfolios have a fee of 0.70%.
Areas of Practice
Location
401 Jefferson Avenue, Towson, MD, 21286
