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 an advisory firm located in Conshohocken, Pennsylvania. The company controls $61.1 million in assets over 26 customer accounts. The company has a small group of four employees, three of whom are financial advisors. Cheswold Lane Asset Management, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like stocks, options and bonds.

    Cheswold Lane Asset Management, LLC oversees all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without needing the client's consent. The advisory firm oversees about $2.4 million for each customer account. An average advisor at Cheswold Lane Asset Management, LLC administers about nine client accounts, placing it among the more individualized firms in the country.

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

    Assets Under Management

    $61.1 million

    Number of Advisors

    3

    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: 31
    Total Number of Accounts

    26

    National Average: 1,935
    Average Account Size

    $2.4 million

    National Average: $1.7 million

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    Fee Structure

    Fees charged by financial advisors typically depend on the type of services provided. However, fee types billed by Cheswold Lane Asset Management, LLC most likely include any blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.

    Available

    • Offered by 72% 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 39% 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 35% 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 2% 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