Chase Investment Counsel Corporation fees
Financial planner in Charlottesville, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 25, 2026, Chase Investment Counsel Corporation (Charlottesville, VA) charges $500-$750 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change.
- Hourly rate
- $500-
$750/hr Above the Virginia median of $300; all 132 other planners in Virginia that publish an hourly rate charge less. All 5 other planners in Charlottesville charge less.
“We occasionally offer other consulting services at the rate of $500-$750/hour, depending on the nature of the assignment.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and CFA
- Team size
- 7 employees
- Registered since
- 1964 (62 years)
How Chase Investment Counsel Corporation bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you were to make any significant deposits into or withdrawals from your account during a quarter, your bill would be prorated to reflect them.”
- “If you request, you can be billed in advance or on a non-quarterly basis.”
- “Should you terminate your account, we will refund prepaid fees on a prorated basis if we are given thirty (30) days notice of the termination.”
About Chase Investment Counsel Corporation
Planning areas mentioned in the brochure
- Divorce
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 130
- Works with
- Individuals, high net worth individuals, investment companies, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, and other services
- Assets managed
- $510 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 25, 2026
- CRD number
- 104648 (opens in new tab)
- Phone
- (434) 293-9104
Other planners in Charlottesville that publish fees
- Sturman Wealth AdvisorsCharlottesvilleQuarterly up to $7,500/qtr
- Marotta Wealth Management, Inc.CharlottesvilleHourly $500/hr
- High Top Growth PartnersCharlottesvilleHourly $500/hr, Flat $10,000
- Vesteer Wealth Management, LLCCharlottesvilleFlat $4,000-$5,000
- Aria Wealth PartnersCharlottesvilleFlat $2,500-$10,000
- Broadpark Advisors, LLCCharlottesvilleHourly $250/hr, Flat $1,000-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.