Chilmark Wealth Management offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Chilmark creates an Investment Policy Statement for each client. Financial planning services are included with portfolio management at no additional cost, covering investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. Chilmark generally provides investment advice on mutual funds, fixed income securities, equities, and ETFs.
Assets Under Management$89M
Clients45
Advisors1
Avg. per Client$2M
Avg. per Advisor$89M
www.linkedin.com/in/kyle-mcdevitt-18151764 ·www.chilmarkwealth.com ·www.linkedin.com/company/chilmark-wealth-manage...
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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