Chatham Wealth Management

Fee-Only (% of Portfolio)

Chatham Wealth Management builds and manages customized investment portfolios for individuals, trusts, and corporate retirement plans. Operating out of Chatham, New Jersey, the firm focuses primarily on continuous portfolio supervision, selecting a mix of stocks, bonds, exchange-traded funds, mutual funds, and other securities tailored to each client's specific financial goals and risk tolerance. Chatham Wealth Management requires clients to grant the firm authority to make trades on their behalf without prior approval for each individual transaction. While the firm's core focus is investment management, it can occasionally provide general financial advice regarding income and expense projections, real estate investments, or private business ventures upon request. The firm emphasizes a personalized approach, monitoring portfolio performance regularly and rebalancing investments as market conditions or client circumstances change.

Assets Under Management$640M
Clients424
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$210M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M+0.60%

Family household accounts may be combined at the firm's discretion to help reach lower fee tiers.

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

3 Advisors at this firm