Advisor at Chieco Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Chieco Capital Management, LLC
Location
Glastonbury, CT
Credentials
CFA®
Industry experience
16 years
David Chieco is the principal of Chieco Capital Management, LLC, an independent advisory firm based in Glastonbury, CT. He holds the CFA® designation and has 16 years of industry experience, leading his firm since 2009. In addition to investment advisory services, he is a licensed CPA in New Jersey and provides federal and state income tax preparation for individuals and trusts, primarily performed outside normal trading hours. Chieco Capital Management is a fee-only registered investment adviser serving individuals, trusts, and estates with financial planning, asset management, hourly consulting, and stand-alone tax services. The firm employs a long-term strategic asset allocation approach using low-cost, passively managed index funds and ETFs, emphasizing a buy-hold-and-rebalance discipline, with investment policy statements reviewed at least annually.
Based on Chieco Capital Management, LLC
Financial planning fees with a minimum of $1,500; tax preparation fees based on complexity, no minimum
$0 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.60% $3,000,001+: 0.40%
$250 per hour for limited scope planning engagements
Minimum fee: Financial planning minimum fee of $1,500 (negotiable) Fee-only: Fee-only advisory with no commissions accepted; asset management fees charged as percentage of AUM; fixed fees for financial planning and tax preparation; hourly fees for limited scope planning
Glastonbury, CT
Connecticut
Chieco Capital Management, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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