Chapin Mechem is a CFA-designated registered investment advisor at Sippican Capital Advisors, based in Boston, MA, with 16 years of industry experience. Chapin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 150 clients with $160M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Location
125 High St., Suite 1802, Boston, MA, 02110-2704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sippican Capital Advisors
Previous Registrations
Northeast Investment Management INC
State Registrations1 state
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