Chapin Davis Asset Management
Assets Under Management
$539.1M
Number of Clients
498
Number of Advisors
24
Average Client AUM
$1.1M
AUM per Advisor
$22.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Chapin Davis advises individuals, corporations, retirement accounts, and trusts. Services include investment portfolio management, financial planning, wrap fee manager services, recommendations of independent investment managers, and management of 401k assets. They offer both discretionary and non-discretionary investment advice.
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
Location
1411 Clarkview Road, Baltimore, MD, 21209