| 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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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 →Teresa works as an Executive Assistant at Chatterton & Associates, Inc., a Registered Investment Advisor, since 2012. Her duties are administrative in nature and related to Chatterton's investment advisory business, taking nearly full-time hours.