Michael
Magee
Chartwell Investment Partners, LLC
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About this Advisor
Michael Magee is a financial advisor working out of Berwyn, Pennsylvania with 6 years of industry experience. Magee currently works for Chartwell Investment Partners, LLC. During their career, the advisor has held roles at Berwyn Financial Services Corp, Killen Group Inc, Ultimus Fund Distributors, LLC, Chartwell Tsc Securities Corp, Chartwell Investment Partners, LLC and Carillon Fund Distributors, Inc. Magee has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Chartwell Investment Partners, LLC is an advisory firm that has its headquarters in Berwyn, PA. It administers $11 billion in total assets among its 435 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 19 charitable organizations. Of its 435 client accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a diverse array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management largely are based on the services provided. Fee types billed by Chartwell Investment Partners, LLC most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chartwell Investment Partners, LLC Brokerage Details
$10,473,063,347
43
435
$24,076,008
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Michael Magee Work History
Michael has been registered as a financial advisor for 6 years.*
Carillon Fund Distributors, Inc
Chartwell Tsc Securities Corp
Chartwell Investment Partners, LLC
Ultimus Fund Distributors, LLC
Berwyn Financial Services Corp
Killen Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Magee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chartwell Investment Partners, LLC
Berwyn, PA
Long Valley, NJ
Berwyn, PA
Berwyn, PA
Berwyn, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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