Chatham Wealth Management
Assets Under Management
$601.4M
Number of Clients
397
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$150.3M
Compensation
Fee-Only (AUM)
About This Firm
Chatham Wealth Management offers tailored investment advice and portfolio management services. They meet with clients to determine investment objectives and risk tolerance, developing strategies to provide continuous and focused investment advice. They require discretionary authority to manage accounts and may provide financial advice unrelated to securities at the client's request.
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 to qualify for a fee discount.
Fee Estimator
The fee for portfolio management is based on a percentage of assets managed. The annual 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. Non-managed assets are excluded when calculating advisory fees. The firm may combine account values of family members to qualify for a fee discount. A minimum account size of $500,000 is required.
Areas of Practice
Location
10 Townsquare, Suite 100, Chatham, NJ, 07928