Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on the type of strategy and the amount of assets in the account. Fees vary based on portfolio size, breakpoints, product structure, servicing requirements, asset aggregation, and minimum fee arrangements. Fees may be subject to negotiation and can be higher or lower across different managed account programs. Passive equity strategies range from 0.16% to 0.28%, active equity strategies range from 0.28% to 0.55%, and fixed income strategies range from 0.18% to 0.30%. Clients are also subject to custodial, brokerage, and other transaction costs.
Areas of Practice
Advisor Information
Office location
245 Summer Street, Boston, MA, 02210-1129
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.
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Charles is an investment committee member for Mother Caroline Academy, dedicating minimal time. He also serves as an auxiliary coach at Harvard Business School, spending a few hours per week helping MBA students.