David Chieco is a CFA-designated registered investment advisor at Chieco Capital Management, LLC, based in Glastonbury, CT, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 6 clients with $8.2M 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 | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees may be negotiable. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Location
Glastonbury, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David, as the principal of Chieco Capital Management, LLC, is a licensed CPA in New Jersey and prepares federal and state income taxes for individuals and trusts. These duties will primarily occur outside of normal trading hours and comprise about 10-20% of his time.
Employment History
Current Registrations
Chieco Capital Management, LLC
State Registrations1 state
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