Assets Under Management
$1.2B
Number of Clients
2,771
Number of Advisors
5
Average Client AUM
$423K
AUM per Advisor
$234.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Chatterton & Associates provides discretionary and non-discretionary asset management services based on individual client needs, investing in mutual funds, ETFs, individual stocks, and bonds. Financial planning services are available to clients who meet the firm's minimum account size or for a separate fee. They also offer retirement plan advisory and consulting services.
| 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