$475MM AUM | $3.7MM Rev in
Chicory Wealth provides holistic Financial Life Planning services to individuals and nonprofit organizations across the country. We help clients with goal prioritization, cash flow assessment and analysis, insurance needs analysis, tax planning strategy (and tax preparation for a separate fee), education expense planning, portfolio management, and estate planning coordination. Our portfolio management uses extensive Environmental, Social, and Governance screening in selecting assets for investment.
We are a fee only practice, meaning our compensation is not tied to commissions. The formula we use to establish each client’s annual fee is based on income and net worth. This fee includes direct management of assets on our platform; there is no additional asset management fee. We don’t require a minimum amount of assets, but because of the comprehensive nature of our services, our minimum annual fee is $10,000.