Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fee is negotiated for amounts above five million dollars.
Fee Estimator
The annual fee for family office services is 1% of the first $5 million of investable assets, with a minimum fee of $15,000. Fees for amounts above $5 million are negotiable. Clients may also be subject to additional fees from brokers, portfolio managers, custodians, or other financial intermediaries. Special projects are undertaken at negotiated rates.
Areas of Practice
Advisor Information
Office location
35 West 31st Street, Store 1 #4054, New York, NY, 10001
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Charles co-owns and manages Family Office Advisors LLC, a multi-family office and registered investment advisor, dedicating about 10-20% of his time. He also serves as Trustee/Deputy Mayor for the Village of Baxter Estates, NY, and is an owner providing research services for Comer & Company, taking about a quarter of his time.