Jennifer Odom is a CFP-designated registered investment advisor at Chastain Wealth Management, based in Atlanta, GA, with 4 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 57 clients with $140M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The minimum portfolio value is generally set at $1,000,000. CWM may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where CWM deems appropriate under the circumstances.
Fee Estimator
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Chastain Wealth Management
State Registrations1 state
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