Advisor at Chesapeake Investment Management LLC
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Firm
Chesapeake Investment Management LLC
Location
Mclean, VA 22102
Credentials
Series 63, Series 65
Industry experience
23 years
Scott Beck is a financial advisor at Chesapeake Investment Management LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Chesapeake Investment Management since 2002. Beck also serves as principal of 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 for high-net-worth individuals, trusts, foundations, nonprofit organizations, corporations, and retirement plans. The firm focuses on customized portfolios centered on individual equities and fixed income, employing a variety of analytical methods and maintaining low portfolio turnover.
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
2002 - Present (24 years)
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Is active or affiliated with:
Insurance agent
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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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