Chastain Wealth Management (CWM) offers financial planning and investment management services. CWM works with clients to understand their financial situation and goals, then develops a financial outline and investment plan. CWM manages investment portfolios on an ongoing basis, making investment decisions without prior consultation with the client, unless the client imposes restrictions.
Assets Under Management$140M
Clients57
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The minimum portfolio value is generally set at $1,000,000. CWM may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements where CWM deems appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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