Chester Financial Services offers personalized investment portfolio management and financial planning services. Investment portfolios are tailored to individual client objectives, needs, and risk tolerance, using various security products. Financial planning services may include portfolio customization, investment strategy, risk analysis, retirement planning, education planning, and legacy planning.
Assets Under Management$12M
Clients68
Advisors1
Avg. per Client$170K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.20% |
Fees are negotiable and vary from client to client. Fees for assets over $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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