Overview

Headquarters
Woodland Hills, CA
Total Firm Assets
$517 million
Average High-Net-Worth Client Portfolio Size
$2.5 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: REVISED CHELSEA MANAGEMENT COMPANY FIRM BROCHURE (2026-06-17) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.50%
$1,000,001 $3,000,000 1.00%
$3,000,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.50%
$10,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $50,000 1.00%
$10 million $75,000 0.75%
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
19.05%
Number of High-Net-Worth Clients
40
Total Client Accounts
212
Discretionary Accounts
210
Non-Discretionary Accounts
2

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
110399
  • REVISED CHELSEA MANAGEMENT COMPANY FIRM BROCHURE (2026-06-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions