Chase Investment Counsel Corporation provides personalized wealth management, investment portfolios, and financial planning services. Founded in 1957, the registered investment advisor builds customized stock and bond portfolios for individuals, families navigating major life transitions, and institutional clients. The firm focuses primarily on growth stock strategies across large-capitalization, mid-capitalization, and all-capitalization companies, utilizing a bottom-up research approach. In addition to separately managed accounts, Chase Investment Counsel Corporation manages the Chase Growth Fund and provides consulting services for alternative investments and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Subject to a $10,000 minimum annual fee (not to exceed 1.2% of assets). Fees may be negotiable based on account size, complexity, and related accounts. Fixed income funds have a separate schedule starting at 0.50%.