Chatham Wealth Management (CWM) offers investment management, financial planning, and retirement consulting. CWM develops investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. CWM also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$6M
Clients10
Advisors1
Avg. per Client$600K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Chatham Wealth Management (CWM) offers investment management services with fees based on a percentage of the assets managed.
For investment management only, the annual fee is 1.50% of your portfolio.
For clients also engaged in ongoing financial planning, the fees are:
- Combination of mutual funds, ETFs, and stocks:
- Up to $500,000: 0.75% per year
- Over $500,000: 0.50% per year
- Mutual funds only:
- Up to $500,000: 0.50% per year
- Over $500,000: 0.25% per year
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