Chessie Wealth Guardian℠
Discretionary Investment Management
Financial Planning*
Conflict-free Financial Advice
Access to Chessie Premier™ Client Site
Chessie Guidance℠
Consultative Financial Planning Service
No Investment Management
Conflict-free Financial Advice
Flat-fee Calculated Annually
One-on-One Access to Advisor via Phone, Web Meeting or Email
Access to Chessie Premier™ Client Site
*Chessie Wealth Guardian℠ financial planning services available to clients with more than $500,000 of discretionary investments managed representing at least 90% of a client’s available investable assets. Financial planning services allow one-on-one access to advisor via phone, web meeting or email throughout the year.
Project-based/Hourly Fees (Typical Fee Range: $3,150-$4,900)
Chessie Advisors also provides project-based or hourly financial planning, retirement planning, or second opinion services on a very limited basis based on a $350/hour rate. Fees are typically quoted on a per project-basis based on complexity and estimated time involved. As an example, fees range from a Budget Consultation starting at $1,400, a Second Opinion Service starting at $2,100, up to Retirement or Financial Plans starting at $3,150. Contact us and we would be happy to discuss your situation and your financial planning needs.
