How does the advisor help clients – Key Takeaways:
CHATTERTON & ASSOCIATES is a reputable financial firm that helps clients achieve their financial goals. With their expert knowledge and experience in the finance industry, they provide personalized advice and strategies to help clients effectively manage their finances and plan for their future.
Facts and Insights
CHATTERTON & ASSOCIATES has been in business for over 20 years, providing financial services to individuals, families, and businesses. They have a team of experienced financial advisors who are dedicated to helping clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 12 | 20+ years |
Financial Services Offered
CHATTERTON & ASSOCIATES offers a wide range of financial services to meet the unique needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
CHATTERTON & ASSOCIATES works with a diverse group of clients, including individuals, families, and businesses. They understand that each client has different financial goals and needs and they tailor their services accordingly.
Fees & Compensation
CHATTERTON & ASSOCIATES believes in transparency when it comes to fees and compensation. They work on a fee-only basis, meaning they do not receive commissions for any products or services they recommend. Their fees are based on a percentage of assets under management.
Background
CHATTERTON & ASSOCIATES was founded by John Chatterton, a highly experienced and knowledgeable financial advisor. He has been in the finance industry for over 30 years and is dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, CHATTERTON & ASSOCIATES has a fiduciary duty to act in the best interests of their clients. They have no conflicts of interest and are required to disclose any potential conflicts to their clients. They also provide full disclosure of all fees and expenses to ensure transparency in their services.