Chessie Wealth Guardian℠
Our Chessie Wealth Guardian℠ service provides ongoing management and supervision of clients' investment portfolios on a discretionary basis. Those clients with more than $500,000 of investment assets under discretionary management, we also include ongoing financial planning as part of the service. Also provided is access to Chessie Premier™, our client site, where you can collaborate with us and see an up-to-date, current view of your entire financial picture.
Chessie Wealth Guardian℠ is designed to help clients leading up to retirement or those making final preparations for retirement, assess their risk and need for continued insurance coverage, determine and implement goals pertaining to their estate plans, all with an emphasis on minimizing income and estate taxes while utilizing tax efficient investment portfolio design. It is also a great option for clients who have amassed a sizable portfolio and who need ongoing financial planning support. Chessie Wealth Guardian℠ pricing is tiered based on the amount of assets under management. Fees are paid monthly, in advance.
Those qualifying for the financial planning service will work with our advisors to develop and implement their financial plan as part of Chessie Wealth Guardian℠. With the financial planning service, clients typically meet 1-2 times per year via phone or video conferencing to discuss their overall financial plan and advisors are available outside of those meetings on an as needed basis.
Investment management services provided through the Chessie Wealth Guardian℠ service are done on a discretionary basis. Investment accounts under our management will go through a rebalance analysis at least annually and will be rebalanced as needed. In some cases, Chessie Wealth Guardian℠ may also include management of your 401(k), 403(b), or 457(b) plan.
Click here for more information on our pricing.
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Chessie Guidance℠
We believe that your overall financial plan is about more than just investments. For those interested a collaborative, consultative financial planning relationship without investment management services, Chessie Guidance℠ may be for you. We work as an on-the-call consultant on topics such as cash flow and budgeting, education funding, retirement planning, risk management, estate planning, tax planning, company benefit coordination, as well as periodic investment allocation advice. This service is designed for clients looking to continue managing their own investments, but also have a trusted advisor to lean on for advice throughout the year.
Our advisors will assist in the development and ongoing implementation of a financial plan. This service typically consists of scheduled phone or video conferences throughout the year. In addition, advisors are available outside of those conferences on an as needed basis. This service is priced as flat annual fee (calculated as a percentage of total assets less your primary home), paid monthly in advance for simplicity. Also provided is access to Chessie Premier™, our client site, where you can collaborate with us and see an up-to-date, current view of your entire financial picture.
Click here for more information on our pricing.
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