Chandler Asset Management INC

Assets Under Management

$41.6B

Number of Clients

758

Number of Advisors

22

Avg. Portfolio per Client

$54.9M

Avg. Managed per Advisor

$1.9B

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Chandler Asset Management specializes in fixed income portfolio management for institutional clients like public agencies, hospitals, and corporations. Chandler also offers multi-asset class portfolio management using mutual funds and ETFs. Chandler provides consulting and reporting services. Chandler does not directly manage investments for individual investors.

Fee Structure

Investment management only (planning not offered)

Chandler Asset Management provides fixed income and multi asset class portfolio management.

For Fixed Income Portfolio Management, the annual fee is 0.15% of all assets under management. A minimum of $20 million in assets is required.

For Multi Asset Class Portfolio Management, the annual fee is 0.25% of all assets under management. A minimum of $1 million in assets is required.

Areas of Practice
Investment Management
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Location

9255 Towne Centre Drive, Suite 600, San Diego, CA, 92121

22 Advisors at this firm

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