Stuart Chaussée & Associates manages investments in stocks, bonds, real estate investment trusts, cash, and exchange-traded funds. They focus on income-oriented investments like dividend-paying stocks and bonds to help clients cover living expenses. They create a portfolio tailored to each client's objectives, risk profile, and income needs. Clients can choose between discretionary and non-discretionary relationships and can specify restrictions on the types of securities held.
Assets Under Management$410M
Clients170
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$200M
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Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.5% to 1.5% per year and are negotiated with the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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