Chisholm Financial Planning & Investments is a registered investment advisor based in Henderson, New York, offering personalized investment advisory and financial planning services to individuals and high net worth individuals. Founded in January 2018 and wholly owned by Jennifer Erdmann Logan, the firm creates customized asset allocation strategies across cash, stocks, mutual funds, bonds, and annuities, tailoring recommendations to each client's specific goals, time horizon, and risk tolerance. In addition to portfolio management, Chisholm offers financial planning consulting covering risk management, investment planning, estate planning, and financial organization, alongside educational workshops. Clients may impose reasonable restrictions on the types of securities held in their accounts. The firm operates with both discretionary and non-discretionary managed account programs, utilizing Altruist Financial as its primary qualified custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Accounts under $500,000 are subject to a $6,000 annual minimum fee, with the portion exceeding the standard AUM percentage billed as financial planning. Fees are negotiable.