Chester Financial Services LLC

Overview

Chester Financial Services LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and it also works with some institutional clients. Its advisory fees are charged as a percentage of AUM and through hourly and fixed-fee arrangements, allowing flexibility for different client needs. Investment activity shows a clear equity bias: exchange-traded equities are the dominant holding category and the firm lists a stated preference for equities. Chester Financial Services uses mutual funds in client portfolios as well and maintains exposure to a range of alternative strategies through third-party managers. The firm is not identified as an active ESG investor and does not present as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices