Assets Under Management
$1.4B
Number of Clients
1,349
Number of Advisors
13
Average Client AUM
$1.1M
AUM per Advisor
$109.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Charter Oak Capital Management is a fee-based firm offering discretionary portfolio management and comprehensive financial planning services. They assess client goals, prepare investment plans, execute trades, and provide ongoing portfolio supervision and reporting. They may use subadvisors and a third-party platform for held-away assets.
| Assets Under Management | 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.
Two International Drive, Suite 325, Portsmouth, NH, 03801