Chevy Chase Trust Company Review


Trust Score 96%
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Chevy Chase Trust Company, federally registered in 1997, is a Registered Investment Advisor (RIA) in 32 state(s) with a licensed staff of 33 advisors. Chevy Chase Trust Company manages $30.0 billion and provides investment advisory services for 972 clients (1:30 advisor/client ratio).

Chevy Chase Trust Company requires a $3,000,000 minimum investment and charges a blended rate between 1.25% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 30 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm works with a lesser-known custodian
  • Firm serves fewer than 1,000 clients
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $30.0 billion
Average Account AUM $30,854,483
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $3,000,000
Minimum Annual Fee $30,000
Advisor / Client Ratio 1:30
Headquarters Bethesda, MD
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 1.25%
$2,000,001 to $5,000,000 1.00%
$5,000,001 to $10,000,000 0.75%
$10,000,001+ 0.50%


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