Sarah Clapp is a CFP-designated registered investment advisor at Charter Oak Capital Management, based in Portsmouth, NH, with 13 years of industry experience. Sarah 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
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sarah conducts insurance sales as a representative, focusing on life, health, and long-term care insurance, dedicating minimal time. She also has ownership interests in several solar-related LLCs and is involved in youth sports coaching and organizations.
Employment History
Current Registrations
Charter Oak Capital Management
Previous Registrations
Morgan Stanley
State Registrations2 states
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