Chandler Asset Management Inc

CRD#107287
Investment Advisor Firm

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Learn more about Chandler Asset Management Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Chandler Asset Management Inc is located at 9255 Towne Centre Drive, San Diego, CA. The firm employs 16 financial advisors to manage client portfolios and provide financial guidance. Chandler Asset Management Inc is not a registered broker-dealer.

    Chandler Asset Management Inc oversees $35.8 billion in assets under management across 1,104 accounts, of which 1,013 are discretionary and 91 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, corporations, and other types of investors, with retail investors being the largest client type by accounts. The fee structure at Chandler Asset Management Inc includes asset-based, hourly, and fixed fees. The firm has 161 high net worth clients.

    Chandler Asset Management Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Louisiana, Maine, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, California, Connecticut, District of Columbia, Kansas, Maryland, Massachusetts, New Mexico, Oklahoma, Nebraska, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and West Virginia.

    Assets Under Management

    $35.8 billion

    Number of Advisors

    16

    Disclosures

    No

    Office Location

    9255 Towne Centre Drive
    San Diego, CA 92121

    Chandler Asset Management Inc by the Numbers

    Total Assets Under Management

    $35.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    45

    National Average: 64
    Total Number of Accounts

    1,104

    National Average: 375,227
    Average Account Size

    $32.4 million

    National Average: $23.0 thousand
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    Fee Structure

    A financial advisor's fees largely vary depending on which services the firm provides the client. Fees billed by Chandler Asset Management Inc likely include some combination of the following fee types: asset-based, hourly, or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Chandler Asset Management Inc.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company manages money for a number of different investors. The company works with retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, corporations, and other. Out of its 7 clients, Chandler Asset Management Inc's largest client type by number of accounts is state or municipal government entities, but it also serves 161 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 19.68%
    • Other Individuals - 50.37%
    • Corporations - 28%
    • Charitable Organizations - 1.96%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Chandler Asset Management Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Chandler Asset Management Inc

    Scott Prickett
    Seattle, WA
    Julie Hughes
    Denver, CO
    William Dennehy
    San Diego, CA
    Michael Rasmussen
    San Diego, CA
    Stephen Church
    San Diego, CA
    Daniel Delaney
    San Diego, CA
    Christopher Mccarry
    San Diego, CA
    Karl Meng
    San Diego, CA
    Melvin Hamilton
    Lake Mary, FL

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