Jakob Kelly is a registered investment advisor at Chesapeake Capital Management, LLC, based in Belcamp, MD. Jakob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 176 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Chesapeake Capital Management offers investment management services exclusively through wrap fee programs. Brokerage commissions and transaction costs are included in the asset-based fee charged to the client. Please refer to Appendix 1 of Part 2A: Chesapeake Capital Wrap Fee Program Brochure for fee details.
Location
4692 Millennium Drive, Suite 307, Belcamp, MD, 21017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Chesapeake Capital Management, LLC
State Registrations2 states
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