Chapman Investment Management offers investment management and advisory services, primarily using common stock, preferred stock, bonds, and mutual funds. Chapman's services include strategic asset allocation and investment selection, tailored to client objectives and risk tolerance. Clients can add or withdraw funds at any time, subject to a minimum account size. Chapman generally requires a minimum of $500,000 under management, but this may be waived at their discretion.
Assets Under Management$190M
Clients63
Advisors1
Avg. per Client$3M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.50% |
For accounts invested in fixed income, the annual fee is 0.50%. Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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