Chatterton & Associates
Assets Under Management
$1.2B
Number of Clients
2,771
Number of Advisors
5
Average Client AUM
$423K
AUM per Advisor
$234.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Chatterton & Associates offers discretionary and non-discretionary asset management services based on individual client needs. They recommend asset allocation models with investments in mutual funds, ETFs, individual stocks and bonds, and independent investment manager programs through SEI Investments Company. Financial planning is offered to clients meeting a minimum account size or for a separate fee. Retirement plan advisory and consulting services are also available.
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
Location
3061 E. La Palma Ave., Anaheim, CA, 92806