Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True North charges an advisory fee ranging from 0.25% to 1.50% of assets under management, which may vary from client to client. Clients may also pay manager fees for separately managed accounts, clearing fees, and fund expenses. Consulting services beyond the scope of investment management may incur additional negotiable fees.
Areas of Practice
Advisor Information
Office location
3131 Turtle Creek, Suite 1300, Dallas, TX, 75219
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 manages the Coast Foundation, a family foundation, dedicating minimal time. He is also a member of Clear Rock Holdings, LLC, a family office, spending about 10-20% of his time on this activity.