Barbara Frank is a registered investment advisor at Chesapeake Investment Management LLC, based in Mclean, VA, with 19 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 395 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Lower fees may be suggested for portfolios consisting primarily of mutual funds or fixed income securities. Fees and account minimums are negotiable in certain circumstances.
Fee Estimator
Location
1501 Farm Credit Dr., Suite 2450, Mclean, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Barbara is the proprietor of Mount Zion Farm LLC, which is involved in financial and farming/grazing materials activities.
Employment History
Current Registrations
Chesapeake Investment Management LLC
Previous Registrations
Piedmont Investment Advisors, LLC
Lara, Shull & May, LTD.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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