How does the advisor help clients- Key Takeaways:
CHATHAM INVESTMENT COUNSEL, LLC specializes in providing financial advice and guidance to their clients. They pride themselves on being experts in their field and providing exceptional service to their clients. As a result, clients are able to reach their financial goals and make informed decisions about their investments.
Facts and Insights
CHATHAM INVESTMENT COUNSEL, LLC has been in the financial industry for over 25 years and has built a solid reputation as trusted advisors. With a team of highly experienced professionals, CHATHAM INVESTMENT COUNSEL, LLC stays up-to-date on the latest market trends and adjusts their strategies accordingly to best serve their clients.
In terms of assets under management, CHATHAM INVESTMENT COUNSEL, LLC manages a total of $2 billion for their clients. They also have a team of 10 advisors who work closely with each client to create personalized investment plans. This dedicated team ensures that all clients receive individualized attention and tailored solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10 | Over 25 years |
Financial Services Offered
CHATHAM INVESTMENT COUNSEL, LLC offers a range of financial services to help their clients achieve their goals. This includes portfolio management, retirement planning, tax planning, and estate planning. They also provide regular portfolio reviews and updates to ensure that clients’ investments are aligned with their financial objectives.
Client Types
CHATHAM INVESTMENT COUNSEL, LLC works with a variety of clients, including high net worth individuals, families, and institutions. They have the expertise to handle complex portfolios and cater to the unique needs of each client. Their goal is to build long-term relationships with their clients and provide them with the best possible service.
Fees & Compensation
CHATHAM INVESTMENT COUNSEL, LLC follows a transparent fee structure and is a fee-only advisor. This means that they do not earn commissions from selling financial products, ensuring that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, making their interests fully aligned with their clients’.
Background
Founded in 1994, CHATHAM INVESTMENT COUNSEL, LLC has grown into a reputable financial advisory firm. Their team of advisors has a diverse range of backgrounds and expertise, making them well-equipped to handle multiple financial situations. Their collaborative approach and commitment to excellence have earned them the trust and loyalty of their clients.
Financial Advisor Disclosures to Know
CHATHAM INVESTMENT COUNSEL, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, they are legally required to act in their clients’ best interests and disclose any conflicts of interest. They have a clean regulatory record and have no reported disciplinary actions against them.