Todd Cesca is a registered investment advisor at Charter Oak Capital Management, based in Portsmouth, NH, with 25 years of industry experience. Todd 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 1,349 clients with $1.4B 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 $350K | 1.50% |
| $350K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $7.5M | 0.40% |
| $7.5M+ | 0.30% |
Fees are subject to negotiation, not to exceed 1.50% of assets under management.
Fee Estimator
Location
Two International Drive, Suite 325, Portsmouth, NH, 03801
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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 →Other Business Activities
Todd is a relationship manager at Charter Oak Capital Management, a trustee for two charity funds, a lacrosse coach, board vice chair for United Way, and part owner of Oak Tree Properties. These activities take up a significant amount of Todd's time, especially his work at Charter Oak Capital Management.
Employment History
Current Registrations
Charter Oak Capital Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Royal Alliance Associates, INC.Broker
Morgan Stanley Dw INC.Broker
Krieger Financial Services, INC.Broker
State Registrations3 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.