The Chartist, based in Long Beach, California, offers investment advice to clients using common stocks, exchange traded funds, and mutual funds. They provide discretionary portfolio management services, investing assets based on predefined strategies or model portfolios. The Chartist monitors portfolio performance and rebalances as needed. They also publish investment newsletters available by subscription.
Assets Under Management$170M
Clients426
Advisors2
Avg. per Client$400K
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1000K | 0.75% |
| $1M+ | 0.65% |
The Chartist may waive quarterly management fees for any given management program at any time. The Chartist reserves the right to enter into contracts with clients that may result in fees that are less than the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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