Chugg Wealth Strategies offers investment management services where they determine investment goals, risk tolerance, and time horizons. They also offer financial planning and consulting services on an hourly basis, covering investments, qualified plans, and insurance. Clients are not obligated to act on recommendations or execute transactions through Chugg Wealth Strategies.
Assets Under Management$28M
Clients24
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$28M
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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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