Chesapeake Capital Management provides investment management services through wrap fee programs. Chesapeake Capital may recommend third-party independent investment managers based on the client's investment objectives. Chesapeake Capital monitors and reviews account performance. If a client chooses not to engage a third-party adviser, Chesapeake Capital may manage client accounts on an individual basis, taking into account a client's personal financial circumstances, investment objectives and tolerance for risk.
Fee Structure
Chesapeake Capital Management offers investment management services exclusively through wrap fee programs. Brokerage commissions and transaction costs are included in the asset-based fee charged to the client. Please refer to Appendix 1 of Part 2A: Chesapeake Capital Wrap Fee Program Brochure for fee details.