Cheswold Lane Asset Management, LLC

CRD#140413
Investment Advisor Firm

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Learn more about Cheswold Lane Asset Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • Office Locations
  • Overview

    Cheswold Lane Asset Management, LLC operates as a financial advisor firm headquartered in Conshohocken, Pennsylvania. Cheswold Lane Asset Management, LLC administers $61.1 million in total assets throughout 26 client accounts. The company has a small group of four employees, three of whom are financial advisors. Cheswold Lane Asset Management, LLC does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like stocks, bonds and options.

    Cheswold Lane Asset Management, LLC administers all of its accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes transaction choices without needing to seek the client's approval. The company's typical account size is $2.4 million. The typical financial advisor at Cheswold Lane Asset Management, LLC oversees around nine client accounts, placing it among the more individualized advisor firms in the country.

    The firm's headquarters is located at 100 Front Street, Conshohocken, Pennsylvania 19428.

    Assets Under Management

    $61.1 million

    Number of Advisors

    3

    Fee Structure

    Asset-based, Fixed

    Disclosures

    No

    Office Location

    100 Front Street
    Conshohocken, PA 19428

    Cheswold Lane Asset Management, LLC by the Numbers

    Total Assets Under Management

    $61.1 million

    National Average: $3.3 billion
    Total Number of Employees

    4

    National Average: 4,943
    Total Number of Accounts

    26

    National Average: 2,522
    Average Account Size

    $2.4 million

    National Average: $1.3 million

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    Fee Structure

    Financial management fees largely vary depending on the type of financial services offered. However, fees billed by the firm most likely include any combination of the following fee structures: asset-based or fixed. Cheswold Lane Asset Management, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.

    Available

    • Offered by 75% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 40% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 37% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 3% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 17% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 1% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 12% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Cheswold Lane Asset Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    This content was compiled from the SEC and FINRA