Charter Oak Capital Management
Assets Under Management
$1.4B
Number of Clients
1,349
Number of Advisors
13
Average Client AUM
$1.1M
AUM per Advisor
$109.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Charter Oak Capital Management provides discretionary portfolio management services based on individual client needs and comprehensive financial planning services. They assess client goals, prepare investment plans, execute trades, and provide ongoing portfolio supervision and reporting. The firm also offers retirement plan consulting services.
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
Location
Two International Drive, Suite 325, Portsmouth, NH, 03801