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Catharine Chandler

11 Years of Experience

Catharine Chandler is a registered investment advisor at Benjamin Securities, INC., based in Remsenburg, NY, with 11 years of industry experience. Catharine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 68 clients with $34M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
68 clients
Average Client Portfolio
$494K average
Assets Under Management
$33.6M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Remsenburg, NY

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Catharine is a landlord/owner/investor of three rental apartments in St. Thomas, USVI. This activity is not investment related.

Employment History
Current Registrations
Benjamin Securities, INC.
April 2014 - Present · 12 yrs
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Catharine Chandler - Financial Advisor | TrueAdvisor