Stuart Chaussée & Associates, Inc. is an independent, fee-only investment advisory firm. As a Registered Investment Advisor, we act as fiduciaries and always put our clients’ best interests first. We avoid conflicts of interest and offer unbiased, objective advice.
We provide customized portfolio management services and advice on portfolio construction, asset allocation and investment strategies as part of your overall wealth management plan. When working with you to build your portfolio, we consider your objectives, risk tolerance and other factors, such as liquidity needs. Then, we recommend a portfolio of investments to help you achieve your investment objectives.
Our investment approach is designed to provide increased peace of mind in today’s volatile markets. Our primary objective is to achieve long-term attractive returns in a manner that reduces volatility and emphasizes preservation of capital.
We provide ongoing monitoring and management of your portfolio. And, we offer to review your portfolio with you periodically to help ensure it continues to align with your risk tolerance and objectives.
Portfolio management services are typically available for accounts beginning at $1 million. Exceptions may be made for special situations. Investment advisory fees are paid on a quarterly basis, at the end of each quarter. Fees are billed based on a percentage of assets under management. Our advisory fees are competitive and vary between 0.50% and 1.5% annually.
Charles Schwab & Co., will act as your independent custodian.