CH Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“CH Capital Management offers financial planning and charges $250 per hour for this service and other hourly work outside the portfolio management fee structure.”

Flat or project fee

$5,000

“Minimum financial planning agreement of $5000.00.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How CH Capital Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and will be outlined in the advisory agreement signed by the client.”
• “Fees are billed on an annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “Clients may terminate their contracts without penalty, for a full refund, within 5 business days of signing the advisory contract.”

How CH Capital Management’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 1 of the 11 other planners in Chapel Hill that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the North Carolina median of $4,800. 51% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Chapel Hill that publish a flat or project fee charge less.

About CH Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

17

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$13,948,477

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154748

Website

chcapitalmanagement.com (opens in new tab)

Phone

(919) 205-8282

Can advise clients in 2 states: North Carolina, South Carolina

Other planners in Chapel Hill that publish fees

• Absher Wealth Management, LLCChapel Hill$20,000
• Amphora Wealth Management, LLCChapel Hill$50⁠-⁠$800/hr, $10,000⁠-⁠$50,000
• Bolin Creek Wealth Advisors LLCChapel Hill$335/hr, $7,500⁠-⁠$50,000/yr
• Frazier Financial Consultants, LLCChapel Hill$300/hr
• Hilltop Wealth Advisors, LLCChapel Hill$5,000⁠-⁠$50,000
• Maze Financial PlanningChapel Hill$350/hr

Compare all 21 planners in Chapel Hill