MB
CFP
MB
CFP

Maureen Bigger

24 Years of Experience
Mclean, VA
Sells Insurance

Maureen Bigger is a CFP-designated registered investment advisor at Chesapeake Investment Management LLC, based in Mclean, VA, with 24 years of industry experience. Maureen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 395 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
395 clients
Average Client Portfolio
$522K average
Assets Under Management
$206.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.80%
$4M+0.60%

Lower fees may be suggested when a client's portfolio is expected to consist primarily of mutual funds or fixed income securities. In certain other circumstances fees or account minimums may be negotiable. Higher fees may be charged if additional services are provided in excess of investment management services.

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

1501 Farm Credit Dr., Suite 2450, Mclean, VA, 22102

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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 ActivitiesSells Insurance

Maureen is the CEO and President of Bigger & Company, LLC Insurance, dedicating full-time hours to the role. She is also involved in retirement education with NovuStar, LLC and financial planning with Washington Financial Planners, LLC.

Employment History
Current Registrations
Chesapeake Investment Management LLC
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Chesapeake Investment Management LLC
May 2007 - December 2009 · 2 yrs 7 mos
Bigger & Coleman, LLC
November 2005 - May 2007 · 1 yr 6 mos
MML Investors Services, INC.
March 2003 - September 2005 · 2 yrs 6 mos
AXA Advisors, LLC
December 2000 - January 2003 · 2 yrs 1 mo
State Registrations3 states
DCMDVA
Advisor

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
No exam information available for this advisor.