Charles Butler is a registered investment advisor at Sequentis Capital LLC, based in Boston, MA, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 76 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequentis Capital's investment management fees range from 0.18% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid monthly, based on the value of your portfolio at the end of the prior month. Fees may be negotiable.
Location
One Boston Place, 201 Washington St 26th Floor, Boston, MA, 02108
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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
Sequentis Capital LLC
Previous Registrations
Vision 4 Fund DistributorsBroker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Tsc Distributors, LLCBroker
Phoenix Equity Planning CorporationBroker
Phoenix Equity Planning CorporationBroker
Eaton Vance Distributors, INC.Broker
Eaton Vance Distributors, INC.Broker
State Registrations1 state
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