Chevy Chase Trust Company manages investment portfolios and provides personal trust services, family wealth services, and financial planning for individuals, families, and institutions. Chevy Chase Trust Company specializes in thematic investing, which focuses on secular trends, disruptive ideas, innovations, and economic forces rather than traditional growth versus value categories. Portfolios are customized to meet each client's specific liquidity needs, income requirements, and time horizon. Chevy Chase Trust Company works with high-net-worth individuals, business owners, professionals transitioning their income, and individuals experiencing liquidity events.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are subject to negotiation. A $35,000 minimum annual fee applies. Alternative fixed-income-only schedule available for investments of $7.5M and above.
