Chaps Lifestyle, LLC offers investment management services by creating custom portfolios. They offer various investment strategies, including tax-efficient equity and fixed income. Chaps Lifestyle also provides a one-time or periodic evaluation of a client’s digital asset holdings for an hourly fee, without managing those assets. Chaps Lifestyle tailors its advisory services to meet the needs of its clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1M+ | 0.85% |
Chaps Lifestyle may negotiate a custom fee rate for certain clients, with a minimum fee of 0.50%, based on factors such as account size, complexity, or client relationship. For smaller accounts, Chaps Lifestyle may negotiate a minimum quarterly fee of $100, which may be waived at their discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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