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Catharine Chandler

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
66 clients
Average Client Portfolio
$514K average
Assets Under Management
$33.9M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

The advisory fee is calculated as a percentage of assets under management, up to 2% annually. The firm does not have a fixed fee schedule, but considers account size, investment objectives, and services required when determining the fee. Fees may be collected directly from client accounts or invoiced and billed directly to the client monthly or quarterly in arrears.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

421 New Karner Road, Suite 6, Albany, NY, 12205

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Catharine is a landlord/owner/investor of three rental apartments in St. Thomas, USVI. This activity is not investment related.

Employment History
Current Registrations
Benjamin Securities, INC.
April 2014 - Present · 11 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Catharine Chandler - Financial Advisor | AdvisorDiscover