Chb Investment Group, LLC
Assets Under Management
$214.2M
Number of Clients
338
Number of Advisors
N/A
Average Client AUM
$634K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
CHB Investment Group, LLC is an independent registered investment advisor providing comprehensive wealth planning and generational wealth management. They use a top-down approach to manage client assets, constructing cash flow analyses and executive summaries to provide a holistic view of the client’s financial life. Financial planning services are included as part of investment management.
Fee Structure
CHB's asset management fees generally range from 0.50% to 2.00% per year. The exact fee depends on factors like account size, complexity, and whether the account is actively or passively managed. Financial planning fees are included in the asset management fee. For 529 plans, the fee is 0.50% per year, and for annuities, it's 0.88% per year. CHB has a minimum portfolio value of $1,000,000 to start or maintain an investment advisory relationship, but this may be waived.
Areas of Practice
Location
31 North Main Street, New Hope, PA, 18938