Assets Under Management
$539.1M
Number of Clients
498
Number of Advisors
24
Average Client AUM
$1.1M
AUM per Advisor
$22.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Chapin Davis provides investment advice on equities, fixed income, options, mutual funds, and ETFs. Services include discretionary and non-discretionary investment portfolio management, financial planning, wrap fee manager services, and recommendations of other independent investment managers. They also manage 401k assets through a third-party platform.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee may be negotiated.
1411 Clarkview Road, Baltimore, MD, 21209