Chelsea Management Company offers investment advice and manages portfolios for individuals, high net worth individuals, pension plans, charities, corporations, schools, and insurance companies. Chelsea develops investment policies based on clients' goals, risk tolerance, and time horizons. Chelsea manages accounts on a discretionary or non-discretionary basis, focusing on capital appreciation, growth, and income while considering tax implications. The firm's equity investment philosophy centers on value investing, while fixed income management prioritizes capital preservation and positive returns.
Fee Structure
Chelsea Management Company charges an annual fee based on a percentage of the assets they manage. The fee is calculated at the end of each calendar quarter and charged in advance.
For Equity/Balanced Accounts:
- 1.5% per year on the first $1,000,000
- 1% per year on amounts between $1,000,000 and $3,000,000
- 0.75% per year on amounts between $3,000,000 and $5,000,000
- 0.5% per year on amounts between $5,000,000 and $10,000,000
For Fixed Income Accounts:
- 0.5% per year on the first $1,000,000
- 0.375% per year on amounts between $1,000,000 and $5,000,000
- 0.25% per year on amounts between $5,000,000 and $10,000,000
Fees for accounts over $10,000,000 are negotiable. A minimum of $500,000 in assets is required for this service, though this may be negotiable.