Chadwick Financial Advisors offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services covering wills, estate plans, investments, taxes, retirement income, and more. Chadwick Financial also provides services to retirement plans, acting as an advisor to help plan sponsors with their investment decisions. They also hold seminars and workshops to educate the public on different types of investments.
Fee Structure
Chadwick Financial charges an annual fee based on the value of your investments. The fee is 1% for static long-only portfolios and 1.5% for long-short tactical portfolios. Fees are billed quarterly in advance. If Chadwick Financial uses sub-advisors to manage your portfolio, you will pay additional fees ranging from 0.15% to 1.0%, depending on the account value, investment style, and types of securities used.