Jeffrey Troiano is a registered investment advisor at Charter Oak Capital Management, based in Portsmouth, NH, with 33 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,349 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are subject to negotiation, not to exceed 1.50% of assets under management.
Fee Estimator
Location
Two International Drive, Suite 325, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2009Customer Dispute
October 2005Customer Dispute
March 2003Other Business Activities
Jeffrey is the president of South Church Housing, a non-profit low-income housing project, dedicating minimal time. He also owns 25% of Oak Tree Properties, Inc., which owns and rents commercial property, spending a few hours per week.
Employment History
Current Registrations
Charter Oak Capital Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Royal Alliance Associates, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.