Advisor at Chesapeake Investment Management LLC
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Firm
Chesapeake Investment Management LLC
Location
Mclean, VA 22102
Credentials
Series 63, Series 66
Industry experience
19 years
Barbara Frank is a financial advisor at Chesapeake Investment Management LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and has been with Chesapeake since 2010. Outside of her advisory role, she is the proprietor of Mount Zion Farm LLC, a business involved in farming and grazing materials activities. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily for high-net-worth individuals, trusts, foundations, nonprofit organizations, corporations, and retirement plans. The firm focuses on individualized portfolios emphasizing equities and fixed income, using a combination of fundamental, technical, cyclical, and quantitative analysis.
Consulting fees charged on a case-by-case basis
$0 - $2,000,000: 1.0% $2,000,001 - $4,000,000: 0.80% $4,000,001+: 0.60%
Account minimum: $250,000 Minimum fee: $1,000 minimum annual fee
1501 Farm Credit Dr., Suite 2450
Mclean, VA 22102
Virginia
Chesapeake Investment Management, LLC
2010 - Present (16 years)
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Is active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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