Assets Under Management
$780.6M
Number of Clients
237
Number of Advisors
N/A
Average Client AUM
$3.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Chatham Capital Group manages investment portfolios tailored to individual client needs, focusing on asset allocation. They manage portfolios for high net worth individuals, endowments, pension plans, and corporate entities. The standard minimum account size is $1 million. They also manage private funds for qualified investors with smaller amounts.
| Assets Under Management | 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 eleemosynary (charitable) accounts.
6602 Abercorn Street, Suite 100, Savannah, GA, 31405