Fee Schedule:
As an independent Registered Investment Adviser (RIA), Chesme and its advisors are bound by a fiduciary standard of care. This means Chesme is morally and legally committed to its clients’ best interests before all else. We maintain the highest levels of objectivity and diligence in service to our clients. Clients with the following asset levels pay the following percentage of their assets we manage.
For balances less than $50,000……………...................$500 flat fee
$0 to $250,000 (up to $250,000 in total assets)……….….......1.00%
On the next $250,000 (up to $500,000 in total assets)……….0.80%
On the next $250,000 (up to $750,000 in total assets)……….0.60%
On the next $250,000 (up to $1,000,000 in total assets)….....0.40%
For all balances over 1,000,000…….…………………………..0.10%
At Chesme, we recognize that we have to earn the right to work with you every day. We believe costs matter. Paying excessive fees for investment strategies is one of the biggest detractors from long-term performance. The way we see it, clients should only pay fees for premium services and advice.