Chrysalid Financial offers investment advice to individuals, high net worth individuals, and non-profit organizations. For individuals, they manage investment portfolios and offer financial planning services covering areas like retirement, taxes, estate, and insurance. They tailor their services to each client's needs and goals.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Fees are negotiable. The minimum annual fee for investment management is $2000. If Chrysalid uses a third-party investment manager, the combined fee will not exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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