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 $350K | 1.50% |
| $350K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $7.5M | 0.40% |
| $7.5M+ | 0.30% |
Minimum quarterly fee of $1,250. Fees are subject to negotiation.
Fee Estimator
Charter Oak charges an annual fee based on assets under management, billed quarterly in advance. The minimum quarterly fee is $1,250. Fees are negotiable but will not exceed 1.50% annually. Clients also incur brokerage commissions and other related costs. Financial planning services are typically included for portfolio management clients, but may be charged separately at a negotiated hourly rate or other agreed-upon structure.
Areas of Practice
Advisor Information
Office location
Two International Drive, Suite 325, Portsmouth, NH, 03801
Get directionsRegulatory History
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