Robert Kaehler is a ChFC-designated registered investment advisor at Chapin Davis Asset Management, based in Dover, DE, with 24 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 555 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard fee is 2.00% annually and may be negotiated based on account size, portfolio complexity, and service model. Does not include brokerage commissions or transaction fees.
Fee Estimator
Location
Dover, DE
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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
Chapin, Davis
Chapin, DavisBroker
Chapin Davis Asset Management
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Hornor, Townsend & Kent, LLCBroker
J.P. Morgan Institutional Investments INC.Broker
Equity Services, INC.Broker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
Chase Investment Services CORP.Broker
MML Investors Services, INC.Broker
State Registrations3 states
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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