Chesley, Taft & Associates (CTA) is an employee-owned investment management firm that focuses on serving the individual investment needs of its clients. CTA offers personalized financial planning services and collaborates with clients to help them achieve their long-term goals. Portfolios are tailored to each client's unique circumstances and may include domestic and international equities and bonds, as well as pooled investments like exchange traded funds and mutual funds.
Assets Under Management$2.8B
Clients390
Advisors1
Avg. per Client$7.2M
Avg. per Advisor$2.8B
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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