CH Capital Management provides investment management and financial planning services. They work with clients to develop a financial outline and investment plan based on their goals and risk tolerance. CH Capital Management manages investment portfolios on a discretionary basis. They also offer financial planning services addressing cash flow, retirement, and insurance needs.
Assets Under Management$11M
Clients30
Advisors1
Avg. per Client$380K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.63% |
| $3.0M - $4.0M | 0.52% |
| $4.0M - $5.0M | 0.41% |
| $5M+ | 0.26% |
Fees are negotiable. Minimum annual fee of $5,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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