Stuart Chase
Stuart Chase is a registered investment advisor at Chase Investment Counsel Corporation, based in Charlottesville, VA, with 19 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 117 clients with $450M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Fees may be negotiable based on account size, complexity, and/or related accounts. Minimum fees or rates may be higher for non-discretionary accounts and for accounts with assets valued below their current minimum. Long-standing balanced accounts, where a client controls which stocks he or she wants to buy, hold or sell, may be billed at their fixed income rate. Should they choose to invest in their mutual fund for your separately managed account, they would waive their separate account investment management fee on that portion of your portfolio invested in the mutual fund.
Fee Estimator
Location
Charlottesville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stuart serves as Chairman of the Board for Chase Investment Counsel Corporation since 2013 and a director since 1994. He dedicates minimal time to this role, primarily for annual meetings and fulfilling requests.
Employment History
Current Registrations
Chase Investment Counsel Corporation
State Registrations1 state
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