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Charlton Reynders

30 Years of Experience
Boston, MA

Charlton Reynders is a registered investment advisor at Reynders, Mcveigh Capital Management, LLC, based in Boston, MA, with 30 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 779 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
779 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3M+0.75%

Management fees are negotiable based upon circumstances and relationships with clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10 Post Office Square, Suite N1010, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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
April 2006 - Present · 20 yrs
Previous Registrations
Lowell Blake & Associates INC.
December 1994 - November 2005 · 10 yrs 11 mos
State Registrations2 states
MATX
Advisor

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
No exam information available for this advisor.