Chelsea Advisory Services manages investment portfolios and provides financial planning and consulting services for individuals, trusts, corporations, and other businesses. Chelsea Advisory builds tailored portfolios using cash, stocks, exchange-traded funds, mutual funds, and bonds, and may also utilize third-party money managers. The firm offers both discretionary portfolio management, where Chelsea Advisory makes trades without prior consent, and non-discretionary management. For clients who need standalone guidance, Chelsea Advisory provides separate financial planning and consulting services. The firm is closely affiliated with the broker-dealer Chelsea Financial Services and recommends using Hilltop Securities as the custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to a maximum of 2% of assets under management. Pre-existing clients or employee-related accounts may be charged lower rates.