Charles Mathews is a CFA-designated registered investment advisor at Curbstone Financial Management CORP., based in Manchester, NH. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 266 clients with $390M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
A non-profit agency may be granted a 10% discount. Discounts may be extended to clients accounts predominantly invested in ETFs and Mutual Funds. Fees may be negotiable.
Fee Estimator
Location
741 Chestnut Street, Manchester, NH, 03104-3002
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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 →Employment History
Current Registrations
Curbstone Financial Management CORP.
State Registrations1 state
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