Charlton Nmn Reynders
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable based upon circumstances and relationships with clients.
Fee Estimator
The standard annual fee for managed accounts is 1% of the first $3 million under management and 0.75% on assets exceeding $3 million. Fees are negotiable based on circumstances and relationships. Certain legacy clients have flat-fee arrangements. The firm does not charge a fee for financial planning services and generally provides it only to clients who meet and maintain the firm's minimum account size.
Areas of Practice
Advisor Information
Office location
10 Post Office Square, Suite N1010, Boston, MA, 02109
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
Charlton is the president and founder of two large-format film production companies, Zephyr Productions (since 1989) and Highwood Productions (since 1998). He dedicates a few hours per week to each company, with minimal time spent during security trading hours.