Charles Partheymuller
Charles Partheymuller is a CFP-designated registered investment advisor at Normandy Capital Management, LLC, based in Lakewood, CO, with 9 years of industry experience. Charles 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, Investment Management, Retirement Planning. Their firm serves 182 clients with $68M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fee schedule for accounts held at Capital Group/American Funds is different: a flat rate of 0.125% per quarter.
Fee Estimator
Location
575 Union Blvd., Suite 201, Lakewood, CO, 80228
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Normandy Capital Management, LLC
State Registrations1 state
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