Chase Investment Counsel provides personalized wealth and investment management services, as well as financial planning, to career professionals, those nearing or in retirement, and families experiencing financial transitions. They offer investment management services in large-cap, mid-cap, and all-cap growth stock strategies. They also write covered calls and invest in higher dividend-paying stocks.
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% |
Fees may be negotiable based on account size, complexity, and/or related accounts. Minimum fees or rates may be higher for non-discretionary accounts and for accounts with assets valued below their current minimum. Long-standing balanced accounts, where a client controls which stocks he or she wants to buy, hold or sell, may be billed at their fixed income rate. Should they choose to invest in their mutual fund for your separately managed account, they would waive their separate account investment management fee on that portion of your portfolio invested in the mutual fund.