Chicory Wealth provides comprehensive and personalized financial planning along with investment portfolio management. Financial life planning includes reviewing goals, developing a financial summary, cash flow assessment, insurance review, tax strategies, education planning, investment review, and estate planning coordination. Chicory Wealth also offers tax preparation and estate planning services for additional fees. Chicory Wealth also offers model portfolio services to other registered investment advisors.
Assets Under Management$680M
Clients487
Advisors12
Avg. per Client$1.4M
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fees may be negotiable. All accounts in a household are combined to determine the total assets under management for the period.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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