Chapin Davis Asset Management offers investment portfolio management, financial planning, wrap fee programs, recommendations for independent investment managers, and retirement account management. The firm works with individuals, high-net-worth clients, corporations, trusts, and retirement plans. Portfolios are managed using various strategies such as fundamental research, technical analysis, asset allocation, and diversification. Chapin Davis operates as both a registered investment advisor and a registered broker-dealer, allowing representatives to provide both fee-based advisory services and commission-based products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard fee is 2.00% annually and may be negotiated based on account size, portfolio complexity, and service model. Does not include brokerage commissions or transaction fees.