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How does the advisor help clients – Key Takeaways:
Chartwell Investment Partners, LLC is a leading financial expert that provides a wide range of services to its clients. Through its team of highly experienced and knowledgeable advisors, the firm helps clients achieve their financial goals and make informed investment decisions.
Facts and Insights
Chartwell Investment Partners, LLC is a registered investment advisor that was founded in 1992. The firm has a strong track record of success and aims to deliver consistent and sustainable returns to its clients. With a commitment to transparency and open communication, Chartwell provides its clients with expert financial advice and personalized investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $15 billion | 55 | 29 years |
Financial Services Offered
Chartwell Investment Partners, LLC offers a wide range of financial services to its clients, including investment management, financial planning, retirement planning, estate planning, and more. The firm takes a holistic approach to financial planning and carefully tailors its services to meet the unique needs and goals of each individual client.
Client Types
Chartwell Investment Partners, LLC serves a diverse range of clients, including individual investors, high-net-worth individuals, institutions, retirement plans, and more. The firm is dedicated to building long-lasting relationships with its clients and providing them with personalized solutions to their financial needs.
Fees & Compensation
Chartwell Investment Partners, LLC charges a fee based on a percentage of assets under management. This fee structure is designed to align the interests of the firm with those of its clients and ensure that their investments are managed for the long term. The firm has a no-commission policy, so clients can trust that their advisors are acting in their best interest at all times.
Background
Chartwell Investment Partners, LLC has a strong and experienced team of advisors who possess a deep understanding of the financial markets and a strong track record of success. The firm’s advisors undergo rigorous training and professional development to ensure they stay up-to-date on industry trends and best practices. Chartwell is constantly evolving and innovating to provide its clients with the best possible service.
Financial Advisor Disclosures to Know
Chartwell Investment Partners, LLC holds itself to the highest ethical standards and is committed to providing its clients with transparent and accurate information. The firm has no legal or regulatory violations on record and carries Errors and Omissions insurance to protect its clients’ assets. As a registered investment advisor, Chartwell is subject to the regulations and oversight of the Securities and Exchange Commission (SEC).