| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fee is negotiated for amounts above five million dollars.
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Learn about disclosures →Charles co-owns and manages Family Office Advisors LLC, a multi-family office and registered investment advisor, dedicating about 10-20% of his time. He also serves as Trustee/Deputy Mayor for the Village of Baxter Estates, NY, and is an owner providing research services for Comer & Company, taking about a quarter of his time.