Chapel Bridge Wealth Advisors offers financial advisory services to high net worth individuals, focusing on personal investments, private corporations, and charitable entities. They provide customized portfolio management services with discretionary or non-discretionary options. They also offer financial planning and family office services, including estate planning, tax planning, and risk management. Chapel Bridge may use sub-advisers to manage portions of client accounts.
Fee Structure
Chapel Bridge Wealth Advisors offers portfolio management services. The annual advisory fee is customized and can be based on a percentage of your portfolio, a fixed fee, or a combination of both. The percentage-based fee ranges from 0.35% to 1.00% per year, depending on the amount of assets managed, the type and complexity of services, and the level of administration. Fees are billed quarterly in arrears, based on the account value at the end of each month.