Chapman Financial Group provides wealth management services, including financial planning and investment management for equities and fixed income. They also offer separate account management services, providing fixed income portfolio management for other investment advisory firms. Chapman Financial Group tailors its advisory services to individual client needs and objectives, and clients can impose reasonable restrictions on their accounts.
Assets Under Management$190M
Clients88
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable based on complexity, account composition, potential for additional deposits, client relationship, and total assets under management. Separate account management fees are either 0.15% or 0.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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