Chester Wortham
Chester Wortham is a registered investment advisor at Strategic Advisers LLC, based in Bethesda, MD, with 24 years of industry experience. Chester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
7501 Wisconsin Ave, Suites 150W & 700W, Bethesda, MD, 20814-6519
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2001Other Business Activities
Chester is a joint owner at Worth More Securities, trading securities periodically, and a partner at Worth More Real Estate LLC, evaluating properties and performing landlord duties, dedicating a few hours per week to each. He also works as a self-employed proprietor for Sudshare, a laundry service, spending about 10-20% of his time washing laundry.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Liberty Life Securities LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations52 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.