3Chopt Investment Partners, based in Richmond, Virginia, provides investment advice and financial planning. They offer portfolio management, financial planning, outsourced CIO, and family office services. For portfolio management, they tailor investment strategies to clients' needs, potentially using third-party asset managers. Financial planning services range from full evaluations to limited scope assessments. They also provide outsourced CIO services to family offices and institutional investors.
Assets Under Management$740M
Clients201
Advisors4
Avg. per Client$3.7M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.40% |
Fee rates can vary by account size. For investments in private funds or companies, 3Chopt charges an additional $250 per investment annually for administrative services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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