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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.62% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Chatterton's advisory fees are billed quarterly, based on the value of your household assets. The annual percentage-based fees are: 1.00% for assets under $1,000,000; 0.75% for $1,000,001 - $3,000,000; 0.62% for $3,000,001 - $5,000,000; and 0.50% for assets over $5,000,000. Fees are negotiable. Financial plans are available for clients who do not meet the $500,000 AUM minimum, ranging from $5,000 to $25,000 annually, based on complexity. Retirement Plan Advisory and Consulting Services are charged at advisor's discretion at either a % of plan assets (BPS) or at an annual flat fee.
Areas of Practice
Advisor Information
Office location
3061 E La Palma Ave., Anaheim, CA, 92806
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.
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Teresa works as an Executive Assistant at Chatterton & Associates, Inc., a Registered Investment Advisor, since 2012. Her duties are administrative in nature and related to Chatterton's investment advisory business, taking nearly full-time hours.