Charlton Reynders
Charlton Reynders is a registered investment advisor at Reynders, Mcveigh Capital Management, LLC, based in Boston, MA, with 31 years of industry experience. Charlton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 749 clients with $4.2B 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 $3.0M | 1.00% |
| $3M+ | 0.75% |
Accounts invested solely in fixed income are charged 0.30%. Fees are negotiable based on circumstances and relationships.
Fee Estimator
Location
10 Post Office Square, Suite N1010, Boston, MA, 02109
Get directionsHistory
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 →Other Business Activities
Charlton is the president and founder of two large-format film production companies, Zephyr Productions (since 1989) and Highwood Productions (since 1998). He dedicates a few hours per week to each company, with minimal time spent during security trading hours.
Employment History
Current Registrations
Reynders, Mcveigh Capital Management, LLC
Previous Registrations
Lowell Blake & Associates INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Anthony Frigo, CFPReynders, Mcveigh Capital Management, LLC
- Eric Sample, CFAReynders, Mcveigh Capital Management, LLC
- Eric Shrayer, CFA, CFPReynders, Mcveigh Capital Management, LLC
- Thomas Roche, CFAReynders, Mcveigh Capital Management, LLC
- Jamie Hobkirk, CFA, CFPReynders, Mcveigh Capital Management, LLC
- Ryan Boudreau, CFAReynders, Mcveigh Capital Management, LLC