Chemistry Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, families, trusts, estates, and businesses. Chemistry Wealth creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using exchange-traded funds, mutual funds, individual stocks, and bonds. They also offer financial planning services covering investment planning, retirement planning, education savings, and insurance needs.
Fee Structure
Chemistry Wealth charges a percentage of your portfolio's value each month, ranging from 0.85% to 2.00% per year. The exact rate depends on the complexity of your situation, the amount of assets they manage for you, and your overall relationship with them. The fees include normal securities transaction costs.