Chesapeake Investment Management (CIM) is an independent investment advisory firm that creates investment strategies tailored to each client's goals and risk tolerance. CIM primarily uses individual stocks and bonds in client portfolios, but may also use mutual funds. CIM interviews each client to determine their needs and provides recommendations to achieve suitable investment allocation.
Assets Under Management$210M
Clients395
Advisors7
Avg. per Client$520K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
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 when a client's portfolio is expected to consist primarily of mutual funds or fixed income securities. In certain other circumstances fees or account minimums may be negotiable. Higher fees may be charged if additional services are provided in excess of investment management services.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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