Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
You'll pay an annual fee based on the assets Chatham Wealth Management manages for you. The fee is 1.00% on the first $2.5 million and 0.60% on any amount above $2.5 million. Fees are billed monthly or quarterly in arrears. The firm may combine account values of family members living in the same household to determine the applicable advisory fee. A minimum account size of $500,000 is required.
Areas of Practice
Advisor Information
Office location
10 Townsquare, Suite 100, Chatham, NJ, 07928
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
John is an investment adviser representative for Chatham Wealth Management since 2009, working as a portfolio manager. This takes about 10-20% of his time.