Chatham Capital Group INC
Assets Under Management
$780.6M
Number of Clients
237
Number of Advisors
N/A
Average Client AUM
$3.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Chatham Capital Group manages tailored investment portfolios based on individual client needs, risk tolerance, and income requirements. They establish an asset allocation policy in the client's Financial Policy Statement and manage the portfolio accordingly. The firm also manages private funds. The standard minimum account size is $1 million.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable and family-related portfolios may have their assets combined and prorated for billing purposes. The fee schedule is discounted by 10% for charitable accounts.
Fee Estimator
Chatham's fee is based on a percentage of the market value of assets under management. The standard annual fee schedule is 1.00% on the first $2.5 million in assets, 0.90% on the next $2.5 million, 0.65% on the next $5.0 million, and 0.50% on assets over $10 million. Fees may be negotiable, and family-related portfolios may have their assets combined and prorated for billing purposes. The fee schedule is discounted by 10% for charitable accounts. For occasional special projects, Chatham may charge fees at an hourly billing rate.
Areas of Practice
Location
6602 Abercorn Street, Suite 100, Savannah, GA, 31405