Advisor at Chase Investment Counsel Corporation
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Firm
Chase Investment Counsel Corporation
Location
Charlottesville, VA 22903-4897
Credentials
Series 63
Industry experience
40 years
Derwood Chase is a financial advisor at Chase Investment Counsel Corporation with 40 years of industry experience. He holds the Series 63 designation and has been with the firm since 1964. Chase Investment Counsel Corporation serves individual investors, high-net-worth households, career professionals, retirees, and families undergoing financial transitions. The firm employs a bottom-up, growth-at-a-reasonable-price investment approach with relatively concentrated portfolios and uses both discretionary and non-discretionary arrangements, including yield-oriented tactics such as covered-call writing and higher-dividend equity selections.
Based on Chase Investment Counsel Corporation
Based on Chase Investment Counsel Corporation
Based on Chase Investment Counsel Corporation
Flat rate may be charged for financial planning if not using investment management service
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $50,000,000: 0.50% $50,000,001+: 0.40%
$500-$750/hour for other consulting services
Minimum fee: $10,000 minimum annual fee (not to exceed 1.2% of assets under management) Fee-only: Fee-only investment adviser; no compensation from securities sales
350 Old Ivy Way, Suite 100
Charlottesville, VA 22903-4897
Virginia
Chase Investment Counsel Corp.
1964 - Present (62 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:
Lawyer
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
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Other specialized services
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Ulmer Financial
Ulmer Financial brings together your investments and tax preparation in one place, so you don’t have to deal with multiple advisors. Our goal is to make managing your money and filing your taxes easier. I became fascinated by investing at a young age and bought my first stock when I was 10 years old. Despite its importance, I have found that personal finance is rarely talked about and people are often ill-equipped to plan for their futures. I decided to become a financial planner to help solve this problem. I am passionate about making financial planning accessible to my clients and helping them invest to achieve their goals. I also enjoy making clients' lives easier by streamlining their investments and tax preparation. Before starting Ulmer Financial in 2022, I worked as an assistant to a financial planner where I created and operated our investment management process, researched a variety of financial planning issues, and served clients. I have a BS in Commerce from the University of Virginia's McIntire School of Commerce and am a CERTIFIED FINANCIAL PLANNER (TM) professional. I am also an Enrolled Agent admitted to practice before the Internal Revenue Service. The most important thing in my life is my relationship with Jesus Christ. I seek to glorify Jesus Christ and make Him known, as I help individuals steward their finances.
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