Chessie Guidance for Teachers℠ Financial Planning Membership
K-12 Teachers Only
Initial fee of $1,200
Conflict-free Financial Advice
No Investment Management
< $250,000 in annual household income -or-
< $400,000 in assets (excl. primary home)
Annual Financial Review
One-on-One Access to Advisor via Phone or Email
Access to Elements® Client Site
Chessie Guidance℠ Financial Planning Membership
Initial fee of $1,200
Conflict-free Financial Advice
No Investment Management
< $2,000,000 in assets (excl. primary home)
Annual Financial Review
One-on-One Access to Advisor via Phone, In-Person Meeting or Email
Access to Chessie Premier™ Client Site
Chessie Wealth Guardian℠
Minimum annual fee of $7,800 ($650/mo)
Conflict-free Financial Planning +
Discretionary Investment Management
> $2,000,000 in assets (excl. primary home)
One-on-One Access to Advisor via Phone, In-Person Meeting or Email
Access to Chessie Premier™ Client Site
Chessie Portfolios℠
Discretionary Investment Management
No Minimum Account Size
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 (Typical Fee Range: $2,100-$4,200)
Chessie Advisors also provides hourly or project-based financial planning, retirement planning, or second opinion services on a 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 $1,200, a Second Opinion Service starting at $1,750, up to Retirement or Financial Plans starting at $2,800. Contact us and we would be happy to discuss your situation and your financial planning needs.
