Wendy Moyers is a CFP-designated registered investment advisor at Chevy Chase Trust Company, based in Bethesda, MD, with 23 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,234 clients with $40B 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 | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
A $35,000 minimum fee applies, with certain pre-approved exceptions. Fees are also prorated for an initial or final month in which the assets are managed. Fixed income only schedule available for minimum $7.5M investment: 0.50% on the first $5,000,000, 0.40% on the next $5,000,000, 0.30% on the balance.
Fee Estimator
Location
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814
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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 →Employment History
Current Registrations
Chevy Chase Trust Company
Previous Registrations
Mbi LLC
Linden Oak Wealth Partners LLC
Savant Capital Management
Fbb Capital Partners
The Family Firm, INC.
Charles Schwab & CO., INC.
State Registrations3 states
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