Advisor at Chesapeake Investment Management LLC
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Firm
Chesapeake Investment Management LLC
Location
Mclean, VA 22102
Credentials
Series 65
Industry experience
23 years
Eugene Sarrge is a financial advisor at Chesapeake Investment Management LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Chesapeake since 2005. In addition to his advisory role, he is a principal at Washington Financial Planners, LLC, a financial planning company unrelated to investment management. Chesapeake Investment Management provides fee-based, discretionary asset management and consulting services primarily to high-net-worth individuals and institutional clients. The firm emphasizes individualized portfolios with diverse holdings, managing accounts under written discretionary authority and conducting regular reviews based on client or market changes.
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
District of Columbia · Maryland · Virginia
Chesapeake Investment Management, LLC
2005 - Present (21 years)
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Is active or affiliated with:
Insurance agent
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Is not 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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