EH
EH

Elisabeth Albert Hayes

37 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
498 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$539.1M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1411 Clarkview Road, Baltimore, MD, 21209

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Elisabeth is a part-owner and treasurer of T.J. Albert Racing LLC, a thoroughbred racing stable, and spends a few hours per week on it. She also volunteers for the Jr. League of Baltimore and Executive Alliance, and serves as a personal representative for multiple estates, dedicating minimal time to these activities.

Employment History
Current Registrations
Chapin Davis Asset Management
April 2003 - Present · 22 yrs 10 mos
Chapin, DavisBroker
March 1991 - Present · 34 yrs 11 mos
Previous Registrations
Jones Falls Securities INC.Broker
March 1991 - March 1991 · 0 mos
Johnston, Lemon & CO. IncorporatedBroker
July 1988 - March 1991 · 2 yrs 8 mos
State Registrations22 states
AZCACODCDEFLGAILMAMDMEMINCNJNMNYPASCTNTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.