Chesapeake Investment Management manages custom investment portfolios for individuals, families, and institutional clients. The firm builds diversified portfolios using individual stocks, bonds, mutual funds, and exchange-traded funds tailored to each client's specific risk tolerance, goals, and financial situation. Portfolios are actively monitored, and clients can place reasonable restrictions on the types of investments held in their accounts. In addition to managing investments, Chesapeake Investment Management provides consulting services such as asset allocation modeling and portfolio valuation on a case-by-case basis. The firm operates on a fee-based model, charging a percentage of the assets under management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Lower fees may be suggested for portfolios consisting primarily of mutual funds or fixed income securities. Fees and account minimums are negotiable in certain circumstances.