Derwood
Chase
Chase Investment Counsel Corporation
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About this Advisor
Derwood Chase is a financial advisor operating out of Charlottesville, Virginia with a total of 35 years of industry experience. Chase currently works for Chase Investment Counsel Corporation. They have worked at Chase Investment Counsel Corporation for the entirety of their career. Chase has a Series 63 license, designating them as a securities broker, and is able to advise clients in Virginia. Chase Investment Counsel Corporation is a registered investment company that has its headquarters in Charlottesville, VA. It handles $295 million in total assets among its 85 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 85 accounts, 62% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees charged by financial advisors typically depend on the type of services offered. However, fee types charged by Chase Investment Counsel Corporation likely include any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chase Investment Counsel Corporation Brokerage Details
$294,998,363
6
85
$3,470,569
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Derwood Chase Work History
Derwood has been registered as a financial advisor for 35 years.*
Chase Investment Counsel Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Derwood Chase to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chase Investment Counsel Corporation
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
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