Chadwick Financial Advisors, LLC
Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Chadwick Financial provides discretionary asset management, financial planning, and consulting services. They also offer seminars, workshops, and ERISA plan services, acting as either a 3(21) or 3(38) advisor. Investment strategies are tailored to individual client goals and objectives.
Fee Structure
Chadwick Financial charges 1% annually for static long-only portfolios and 1.5% for long-short tactical portfolios, billed quarterly in advance. Sub-advisor fees range from 0.15% to 1.0% depending on account value and investment style. Financial planning is offered at $250/hour or a fixed fee between $250 and $5,000, depending on complexity. ERISA plan fees will not exceed 1% and are negotiable.
Areas of Practice
Location
61 Maple Ave., Canton, CT, 06019