Chisholm Financial Planning & Investments offers investment advice and financial planning to individuals. Chisholm will review your financial situation, recommend how to allocate your investments across different asset classes, and prepare written investment strategies. Chisholm also provides financial planning consulting services including risk assessment, estate planning, and financial decision making. Chisholm may also provide educational workshops.
Assets Under Management$47M
Clients45
Advisors1
Avg. per Client$1M
Avg. per Advisor$47M
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
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% |
For clients that invest less than $500,000, there is a minimum fee of $6,000 annually ($500 monthly). The difference between the calculated fee and $6,000 will be charged as financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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