Chatham Capital Group manages investment portfolios tailored to each client's financial needs, risk tolerance, and income requirements. Chatham establishes an asset allocation policy and manages the portfolio accordingly. The firm's clients are primarily high net worth individuals, but also include endowments, pension plans, and corporations. The standard minimum account size is $1 million, but qualified investors can invest in private funds with smaller amounts.
Assets Under Management$780M
Clients237
AdvisorsN/A
Avg. per Client$3.3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable. Fee schedule is discounted by 10% for charitable accounts. Small cap institutional separate portfolios are charged 0.75% on all assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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