Chatterton & Associates offers investment management services on a discretionary or non-discretionary basis, tailoring investment strategies to individual client needs. They primarily allocate assets among investment programs offered through SEI Investments Company. Chatterton also provides financial planning services to clients who meet a minimum account size or for a separate fee. Additionally, they offer retirement plan advisory and consulting services to employee benefit plans.
Assets Under Management$1.3B
Clients1,542
Advisors7
Avg. per Client$860K
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.62% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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