Chilton Capital Management manages investment portfolios and provides investment advisory services for individuals, high-net-worth clients, retirement plans, and institutional accounts. The firm offers several specialized equity, fixed income, real estate, and alternative investment strategies, including Growth & Income, High Quality Tax-Exempt, REITs, and the Swan Defined Risk Strategy. Chilton Capital Management acts as a fiduciary and focuses on long-term capital growth, income generation, and capital preservation. The firm also serves as a limited-scope fiduciary for retirement plans and can invest client assets in alternative investments where appropriate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Schedule reflects Equity & Balanced, Growth & Income, and REIT strategies. Other strategies have different fee schedules: ETF Strategy at 0.50%, Swan Defined Risk at 1.25%, and Overlay Series at 1.50%.