Robert Malik is a registered investment advisor at Charter Oak Asset Management, INC., based in Cheshire, CT, with 38 years of industry experience. Robert 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 120 clients with $67M 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 $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M+ | 1.25% |
Fees may be negotiable for accounts exceeding $2,500,000.
Fee Estimator
Location
1520 Highland Ave, Cheshire, CT, 06410-1276
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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
Charter Oak Asset Management, INC.
Previous Registrations
Charter Oak Asset Management, INC.Broker
State Registrations2 states
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