Kenan Nacar
Kenan Nacar is a CFP-designated registered investment advisor at Charles River Wealth Management, LLC, based in Burlington, MA, with 14 years of industry experience. Kenan 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 103 clients with $110M 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 $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
50 Mall Road, Suite 209, Burlington, MA, 01803
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 ActivitiesSells Insurance
Kenan is on the board of directors for the Rotary Club of Winchester, is an independent insurance broker, and is a limited partner in both Bando Performance and DBH Factory, LLC. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Charles River Wealth Management, LLC
Previous Registrations
Sagamore Wealth Management, LLC
State Registrations2 states
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