Charles Lavrentios
Charles Lavrentios is a registered investment advisor at Harbor Point Capital Management, LLC, based in Woburn, MA, with 23 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 27 clients with $16M 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 $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $15.0M | 1.25% |
| $15.0M - $30.0M | 0.75% |
| $30M+ | 0.45% |
Fees may be negotiable based on criteria such as anticipated future earnings, additional assets, account composition, and client retention. Equity or blended foundation accounts may incur an additional 0.25% to 0.50% fee.
Fee Estimator
Location
400 Trade Center, Ste 5900, Woburn, MA, 01801
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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
Harbor Point Capital Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Morgan Stanley
State Registrations1 state
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
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