Cinnamon Colony-Chatman
Cinnamon Colony-Chatman is a registered investment advisor at Wealthkare.com, INC., based in Mount Union, PA, with 7 years of industry experience. Cinnamon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 738 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthKare offers investment management services where fees are based on a percentage of the assets managed. The annual fee is negotiable, but will not exceed 2.25%. The fee is paid quarterly, in advance. WealthKare also participates in Altruist LLC’s Model Marketplace, which charges an additional annual fee of up to 0.18%.
Location
11898 Arrowhead Way, Mount Union, PA, 17066
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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 ActivitiesSells Insurance
Cinnamon works as a real estate agent, dedicating more than half of her time to this practice since 2016. She also works as an insurance agent since 2024, spending minimal time on this.
Employment History
Current Registrations
Wealthkare.com, INC.
State Registrations1 state
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.