Chapel Hill Investment Analysts is a registered investment advisor based in Greensburg, Pennsylvania. The firm provides personalized financial planning and investment management services for individuals, businesses, trusts, and pension plans. Their core services include asset management, retirement planning, education funding, insurance analysis, estate planning, and budget analysis. Chapel Hill Investment Analysts builds diversified portfolios using exchange-traded funds, mutual funds, and individual stocks, tailoring asset allocation to match each client's specific comfort level with market volatility. The firm operates independently and does not charge performance-based fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fixed-income portfolios are charged at an annual rate of 0.40%. Fees are negotiable for accounts with assets over $1 million.