| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable in certain circumstances.
155 Federal Street, Suite 1602, Boston, MA, 02210
Get directionsNo 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 →Charles is a Director and Vice President of Motor Car Company of New England. He also serves as a Director for both the Buchanan Family Foundation and the Duxbury Bay Maritime School.