| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.62% |
| $5M+ | 0.50% |
Fees are negotiable.
3061 E. La Palma Ave., Anaheim, CA, 92806
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Learn about disclosures →Robert is the president of Chatterton & Associates, an independent registered investment advisor, dedicating nearly full-time hours to financial planning. He also manages rental properties, a marketing company, and tax planning services, and serves as a trustee for his brother's trust.