ChappelWood Financial Services (CFS) provides personalized investment advice and financial planning services to high-net-worth individuals, trusts, estates, charities, corporations, and other businesses. CFS offers advice on investments like mutual funds, stocks, and ETFs, as well as insurance products like annuities and life insurance. CFS also provides financial planning services, including cash flow management, Social Security optimization, and legacy planning. CFS uses a discovery process to tailor advice to each client's needs.
Fee Structure
ChappelWood Financial Services manages investments through AssetMark. Clients pay both a Financial Advisor Fee to ChappelWood and a Platform Provider Fee to AssetMark. ChappelWood's fee is a percentage of the amount you invest, and it's deducted from your account quarterly in advance. The fee varies depending on the specific investment strategy selected and the complexity of the work required.
Here are the fee ranges:
- $499,999 and below: 1.35% to 1.95%
- $500,000 to $999,999: 1.15% to 1.34%
- $1 million to $1.99 million: 1.00% to 1.14%
- $2 million and above: 0.90% to 0.99%