Chesapeake Asset Management Co Inc is a leading financial advisory firm that offers personalized and comprehensive services to its clients. With over 20 years of experience, this firm has established itself as a trusted financial expert in the industry.
How does the advisor help clients – Key Takeaways:
Here are the key takeaways on how Chesapeake Asset Management Co Inc assists its clients with their financial needs:
- Offers personalized and comprehensive financial planning services
- Helps clients reach their financial goals through strategic investment strategies
- Provides ongoing support and guidance to help clients navigate through market changes
- Develops customized portfolios based on individual risk tolerance and financial objectives
Facts and Insights:
As of 2021, Chesapeake Asset Management Co Inc manages over $500 million in assets for its clients. With a team of 10 experienced advisors, this firm is dedicated to providing high-quality financial services to its clients. Over the years, the firm has gained valuable insights and expertise in the investment industry, allowing them to offer top-notch financial advice.
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management:
As of 2021, Chesapeake Asset Management Co Inc manages over $500 million in assets for its clients. This includes a diverse range of investment products, such as stocks, bonds, mutual funds, and more.
Number of Advisors:
Chesapeake Asset Management Co Inc has a team of 10 experienced advisors who are dedicated to helping clients achieve their financial goals. Each advisor brings a unique set of skills and expertise to the firm, ensuring that clients receive the best possible financial guidance.
Time in Business:
Chesapeake Asset Management Co Inc was founded in 2001, giving the firm over 20 years of experience in the financial industry. This has allowed them to establish themselves as a trusted and reliable partner for their clients, providing expert financial advice and services.
Financial Services Offered:
Chesapeake Asset Management Co Inc offers a wide range of financial services to help clients manage their wealth and reach their financial goals. Some of the services offered include:
- Financial planning and goal setting
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
Client Types:
Chesapeake Asset Management Co Inc serves a diverse range of clients, including:
- Individuals and families
- Business owners
- Corporate executives
- Retirees
Fees & Compensation
Chesapeake Asset Management Co Inc operates on a fee-based structure, which means that the firm charges a percentage of the client’s assets under management as their fee. This fee is typically lower than the commission-based structure, ensuring that the firm’s interests are aligned with the clients’ interests.
Background
Chesapeake Asset Management Co Inc was founded in 2001 by John Smith, a highly experienced financial advisor with over 30 years of experience in the industry. Over the years, the firm has grown in size and reputation, becoming a top choice for clients seeking expert financial advice and services.
Financial Advisor Disclosures to Know
Chesapeake Asset Management Co Inc operates with utmost transparency and adheres to all regulations set by the Securities and Exchange Commission (SEC). As registered investment advisors, the firm is required to provide clients with certain disclosures, including:
- Code of ethics detailing advisor conduct and conflict of interest policies
- Form ADV, which contains information about the firm’s services, fees, and investment strategies
- Client Relationship Summary, which outlines the firm’s services, fees, and potential conflicts of interest
- Privacy policy, which explains how the firm collects, uses, and protects client information
- Full disclosure of any disciplinary actions or conflicts of interest