C.H. Douglas & Gray Wealth Management (CHDG) offers investment management, financial planning, and estate planning services to households and businesses. As investment managers, CHDG provides unbiased recommendations on securities and investment strategies. Financial planning services assist clients with retirement, education, insurance, and generational transfer planning. For high-net-worth clients, CHDG offers estate planning services, including analysis and recommendations for wills, trusts, and powers of attorney. CHDG works with clients to define financial goals and establish appropriate risk levels for their investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. Fees on fixed-income oriented portfolios or the fixed income portion of accounts may be lower depending on the strategy pursued and the investment selections associated with that strategy.