Charles Means is a registered investment advisor at Charles J. Means & CO., LLC, based in Providence, RI, 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. Their firm serves 34 clients with $84M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
34 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$84.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
344 Wickenden Street, Providence, RI, 02903
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Regulatory History (1)
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Regulatory
November 2017Final
Employment History
Current Registrations
Charles J. Means & CO., LLC
November 2002 - Present · 23 yrs 5 mos
State Registrations1 state
RI
Advisor
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
No exam information available for this advisor.