Chimera Wealth offers portfolio management services tailored to individual client goals and risk tolerance. They provide both discretionary and non-discretionary portfolio management. They also offer insurance services through DPL Financial Partners, LLC. Additionally, Chimera Wealth provides pension consulting services and financial planning, including investment planning, tax concerns, retirement planning, and college planning. Clients can impose restrictions on investments based on their values or beliefs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
For investments in pooled income funds, CW will solely receive an annual fee of 0.25%-0.75% based on the value of the client’s investment in those funds. The value of the client’s investment in the income funds will be included when determining the tiered fee rate (%) to be applied to calculate the client’s fee for Portfolio Management but will not be included in the value of the client’s account when calculating CW’s annual fee for Portfolio Management.