Chatham Wealth Management offers investment advice tailored to clients' needs. They meet with clients to determine investment objectives and risk tolerance, then develop a strategy to provide continuous investment advice and make investments. They monitor portfolio performance and rebalance as needed. Chatham Wealth Management requires discretionary authority to manage accounts. They may also provide financial advice unrelated to securities at the client's request.
Assets Under Management$600M
Clients397
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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