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MR
CFP · ChFC
MR
CFP · ChFC

Michael Reynolds

Chapin Davis Asset Management
25 Years of Experience
Bala Cynwyd, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Michael Reynolds is a CFP, ChFC-designated registered investment advisor at Chapin Davis Asset Management, based in Bala Cynwyd, PA, with 25 years of industry experience. Michael 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.

Chapin Davis Asset Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
555 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$642.8M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2 Bala Plaza, Suite 604, Bala Cynwyd, PA, 19004

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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

Michael is a trustee for multiple special needs and irrevocable trusts, dedicating minimal time to one and about 10-20% of his time to the others. He also works as a sales agent for Chapin Davis Insurance, Inc., selling variable and fixed insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Chapin, Davis
December 2022 - Present · 3 yrs 10 mos
Chapin, DavisBroker
December 2022 - Present · 3 yrs 10 mos
Chapin Davis Asset Management
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Boenning & Scattergood, INC.Broker
February 2012 - December 2022 · 10 yrs 10 mos
1914 Advisors
February 2012 - December 2022 · 10 yrs 10 mos
Ameriprise Financial Services, INC.
October 2002 - February 2012 · 9 yrs 4 mos
Ameriprise Financial Services, INC.Broker
August 2001 - February 2012 · 10 yrs 6 mos
Ids Life Insurance CompanyBroker
August 2001 - July 2006 · 4 yrs 11 mos
State Registrations22 states
CACTDEFLGAIDILMAMDMEMINCNHNJNYOHPAPRSCTXVAVT
AdvisorBrokerBoth

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.
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