John Lui is a registered investment advisor at Chatham Wealth Management, based in Chatham, NJ, with 18 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 397 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.60% |
The firm may combine account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
10 Townsquare, Suite 100, Chatham, NJ, 07928
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Regulatory 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.
Learn about disclosures →Other Business Activities
John is an investment adviser representative for Chatham Wealth Management since 2009, working as a portfolio manager. This takes about 10-20% of his time.
Employment History
Current Registrations
Chatham Wealth Management
Previous Registrations
Alpha Solutions Investment Advisors
Chatham Wealth Management, LLC
Ucb Asset Management, INC.
State Registrations1 state
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