Chestnut Investment Advisory offers investment recommendations and manages assets, potentially using fee-based brokerage accounts through Osaic Wealth, Inc. They also offer project-based planning services like capital accumulation plans, college aid planning, and retirement/estate reviews. Additionally, they provide advice on non-securities related matters such as tax and estate planning.
Fee Structure
Chestnut Investment Advisory offers ongoing asset management services. They may provide investment recommendations, and if approved, will carry them out. Fees for this service are annual and based on the value of your portfolio, ranging from 1.50% to 2.75%. These fees are negotiable. This service may involve fee-based brokerage accounts offered through Osaic Wealth, Inc.