Pricing

Chessie TEACH℠

$75 per month

    Initial planning fee of $1,000

    Conflict-free Financial Advice

    Annual Financial Plan

    Email Access to Advisor

    Access to Chessie Premier™ Client Site

Chessie Guidance℠

$150 per month

    Initial planning fee of $1,200

    Conflict-free Financial Advice

    One-on-One Access to Advisor via Phone, In-Person Meeting or Email

    Access to Chessie Premier™ Client Site

Chessie Wealth Guardian℠

$500 per month

    Initial planning fee of $1,800

    Conflict-free Financial Planning +
    Discretionary Investment Management

    One-on-One Access to Advisor via Phone, In-Person Meeting or Email

    Access to Chessie Premier™ Client Site

Chessie Portfolios℠

0.60%* per year

    Discretionary Investment Management

    No Minimum Account Size

    Uses Low Cost Investments

    Rebalanced As Needed


*0.60% fee applies only if using Chessie Guidance℠ or Chessie TEACH℠ services in conjunction with Chessie Portfolios℠. Chessie Portfolios℠ fee on its own is 0.78% per year.

Hourly/Project-based Fees

Chessie Advisors also provides hourly or project-based financial planning, retirement planning, or second opinion services on a limited basis based on a $200/hour rate. Contact us and we would be happy to discuss your situation and your financial planning needs.

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