Financial Advisors at Chevy Chase Trust Company

Chevy Chase Trust Company

Chevy Chase Trust Company offers portfolio management for individuals and/or small businesses, financial planning services, educational seminars/workshops, other services, selection of other advisers, portfolio management for businesses, publication of periodicals or newsletters, portfolio management for pooled investment vehicles, portfolio management for investment companies and also performs business activities as trust company.

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Fixed fees

A percentage of assets under management

Fixed fees

Operations

Trust company

1

Branches

97

Employees

31

Investment Advisors

97

Employees

31

Investment Advisors

Reviews

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Client Types

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94.1%

1,032

Account Overview

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