Advisor at Canterbury Tollgate
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Firm
Canterbury Tollgate
Location
Brentwood, TN 37027
Credentials
CFP®, Series 63, Series 65
Industry experience
9 years
Benjamin Chandler is a CFP® with nine years of industry experience, currently serving at Canterbury Tollgate since 2018. He has held prior roles at Spotlight Asset Group, Capital Markets IQ, and Weise Capital Advisors. Chandler is also president of Weise Risk Advisors, LLC, where he is involved in life and disability insurance planning and sales. Additionally, he is an author of two books. Canterbury Tollgate provides discretionary investment management primarily to high-net-worth individuals, family offices, and institutional clients through separately managed accounts and a pooled investment vehicle. The firm employs a valuation- and quality-oriented approach, focusing on multi-year discounted cash flow analysis to build concentrated, long-term portfolios and manages risk through fundamental analysis and regular intrinsic value assessments.
$0 - $1,500,000: 1.20% $1,500,000 - $5,000,000: 0.90% $5,000,000 - $15,000,000: 0.70% $15,000,000+: 0.50%
For the Fund: 0.85% per annum management fee (0.2125% quarterly) plus 20% of profits above 5% hurdle rate with high water mark. For separately managed accounts (if any): 1.00% management fee plus 20% of profits above 5% hurdle for $2M-$10M AUM; 0.50% management fee plus 15% of profits above 5% hurdle for >$10M AUM.
Account minimum: $1,000,000
1616 Westgate Circle, Ste 202
Brentwood, TN 37027
Tennessee · Texas
Canterbury Tollgate
2018 - Present (8 years)
Spotlight Asset Group, Inc.
2017 - 2018 (1 year)
Capital Markets IQ, LLC
2016 - 2017 (1 year)
Weise Capital Advisors, LLC (d/b/a for RIA business)
2016 - 2016 (1 year)
Weise Risk Advisors, LLC (previously Chandler Advisors)
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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