Assets Under Management
$601.4M
Number of Clients
397
Number of Advisors
4
Average Client AUM
$1.5M
AUM per Advisor
$150.3M
Compensation
Fee-Only (AUM)
Chatham Wealth Management offers tailored investment advice to individuals, trusts, and corporations. They determine investment objectives, risk tolerance, and other relevant information to develop a suitable strategy. They monitor portfolio performance and rebalance as needed. They require discretionary authority to manage accounts.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.60% |
Account values of family members living in the same household may be combined to determine the applicable advisory fee.
10 Townsquare, Suite 100, Chatham, NJ, 07928