ChappelWood Financial Services Corp. provides personalized financial planning and investment management for individuals, families, trusts, estates, charitable organizations, and businesses. Founded in 1989 and led by Victoria Woods, the firm offers a broad range of services including retirement planning, income and cash-flow planning, Social Security planning, legacy and estate-related planning, educational workshops, and insurance planning (such as annuities, life, long-term care, and disability insurance). For investment management, ChappelWood Financial Services Corp. utilizes the AssetMark platform, where third-party portfolio strategists manage client portfolios on a non-discretionary basis while charging separate platform fees. The firm also offers subscription or hourly arrangements for clients seeking ongoing advice without portfolio management. ChappelWood Financial Services Corp. acts in the client's best interest and is legally required to put client interests first, while disclosing potential conflicts of interest related to third-party support and insurance commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1.0M | 1.34% |
| $1.0M - $2.0M | 1.14% |
| $2M+ | 0.99% |
Annual fee ranges are based on initial assets transferred. Final fees within each tier depend on client needs, strategy complexity, and work required. The firm may deviate from stated ranges at its discretion. Clients also pay separate platform and strategist fees.