Firm
Chase Investment Counsel
Charlottesville, Virginia
Fee-only
Chase Investment Counsel at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 7 employees and 130 individual clients, 76 of them high net worth.
- Its average account is about $3.7 million (assets it manages divided by its 137 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Charlottesville, Virginia |
|---|---|
| Website | chasegrowthfund.com |
| Phone | (434) 293-9104 |
Chase Investment Counsel fees
Chase Investment Counsel doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $510 million |
| Individual clients | 54 |
| High-net-worth clients | 76 |
| Accounts managed | 137 |
| Employees | 7 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-3396) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 104648 |