Chadwick Financial offers investment advice tailored to clients' needs and objectives. Services include reviewing investment goals, recommending asset allocation strategies, and preparing written investment strategies. Chadwick Financial may recommend a third-party money manager to manage client assets. The firm provides both discretionary and non-discretionary investment advisory services.
Assets Under Management$61M
Clients167
Advisors2
Avg. per Client$370K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1000K | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.10% |
| $3M+ | 1.00% |
Fees include sub-advisor fees, if applicable. Fees are negotiable in individual cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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