Chipser Wealth Management, LLC

Chipser Wealth Management, LLC is a Registered Investment Adviser based in Destin, Florida, established in January 2020. The firm offers investment advisory services tailored to meet clients' needs and objectives, including asset allocation strategies and financial planning consulting. Clients may impose restrictions on investing in certain securities. Chipser Wealth Management provides discretionary and non-discretionary investment advisory services to individuals and high net worth individuals, with a minimum account size of $25,000. The firm charges asset management fees based on asset size and complexity, with annual fees not exceeding 2.00%. Financial planning services are charged through fixed fees or hourly arrangements. The firm does not charge performance-based fees or participate in side-by-side management. Clients' accounts are reviewed quarterly, and the firm does not vote proxies on behalf of clients. Chipser Wealth Management does not have physical custody of client funds and securities but may have limited custody for fee deductions. Clients may grant the firm discretionary authority over their accounts, with limitations if desired. The firm does not have any reportable disciplinary events in the past ten years.