Chadwick Financial Advisors offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. The firm provides discretionary asset management, tailoring strategies based on individual goals, time horizons, and risk tolerance, and may utilize sub-advisors when appropriate. In addition to portfolio management, Chadwick Financial Advisors covers a comprehensive range of financial planning topics including estate plans, investments, taxes, insurance, retirement income, social security, college planning, cash flow, divorce planning, and philanthropic planning. The firm also offers retirement plan consulting services for qualified plans such as 401(k) and 403(b) plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Chadwick Financial Advisors charges 1% per year for static long-only portfolios and 1.5% per year for long-short tactical portfolios. Fees are negotiable based on factors such as historical relationships, asset types, and account size. Sub-advisor fees range from 0.15% to 1.0% if utilized.