Charles Lavrentios
Charles Lavrentios is a registered investment advisor at Harbor Point Capital Management, LLC, based in Burlington, MA, with 22 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 19 clients with $11M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
101 Cambridge Street, Ste 355, Burlington, MA, 01803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Harbor Point Capital Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Morgan Stanley
State Registrations1 state
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