Gerard Mcgeough is a registered investment advisor at Chatham Wealth Management, based in Chatham, NJ, with 29 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 397 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.60% |
The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
10 Townsquare, Suite 100, Chatham, NJ, 07928
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Chatham Wealth Management
Previous Registrations
O'neil Securities, IncorporatedBroker
Chatham Wealth Management
J.P. Morgan Securities LLCBroker
Macquarie Capital (USA) INC.Broker
UBS Securities LLCBroker
Painewebber IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.