Chestnut Street Investment Counsel provides wealth management and investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, and businesses. Chestnut Street offers customized investment solutions and financial planning services, including retirement, estate, education, and insurance planning. Chestnut Street acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client.
Assets Under Management$120M
Clients85
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$40M
www.instagram.com/chestnut_street_ic ·www.linkedin.com/in/beth-ann-vulopas-2367091b4 ·www.chestnutstreetic.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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