Chipser Wealth Management is a registered investment advisor based in Destin, Florida, offering personalized investment advisory and financial planning services to individuals and high net worth individuals. Founded in 2020 and wholly owned by Brett Chipser, Chipser Wealth Management tailors its investment strategies to meet each client's specific needs, objectives, time horizon, and risk tolerance. Services include reviewing investment objectives, recommending asset allocations across cash, stocks, mutual funds, bonds, and annuities, and providing financial planning consulting covering risk management, investment planning, estate planning, and financial organization. Chipser Wealth Management offers both discretionary and non-discretionary account management through various managed account programs, utilizing Charles Schwab & Co. as a custodian and clearing platform.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees are charged quarterly in advance and shall not exceed 2.00% annually. Fees are negotiable.