| Assets Under Management | 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.
Two International Drive, Suite 325, Portsmouth, NH, 03801
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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 →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.