Chartwell Investment Partners provides investment management services for institutional, sub-advisory, and private clients. Chartwell specializes in selecting and managing investments in U.S. securities, utilizing various equity and fixed-income strategies such as dividend value, small-cap value, core fixed income, and high yield. Chartwell builds portfolios using individual stocks and bonds, exchange-traded funds, mutual funds, and collective investment trusts, tailoring strategies to each client's return objectives and risk tolerance. Chartwell operates as a subsidiary of Carillon Tower Advisers, which is part of Raymond James Financial.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable and billed quarterly in arrears. Different investment strategies have separate fee schedules ranging from 0.15% to 1.00%.