Chessie Wealth Guardian℠
Discretionary Investment Management
Financial Planning*
Access to Chessie Premier™ Client Site
Chessie Guidance℠
Consultative Financial Planning Service
No Investment Management
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: $3,850-$6,300)
Chessie Advisors also provides project-based financial planning, retirement planning, or second opinion services. Fees for these services are typically quoted on a per-project basis based on complexity and estimated time involved at a $350/hour rate. As an example, Retirement or Financial Plans typically start at $3,850. We also provide hourly financial planning on a very limited basis. Contact us, and we would be happy to discuss your situation, your financial planning needs, and provide you with a price quote.
