Charles Brown
Charles Brown is a registered investment advisor at Marathon Financial Group, based in Boston, MA, with 15 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 115 clients with $290M 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 | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
131 Dartmouth Street, 3rd Floor, Boston, MA, 02116
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
Charles manages and owns two rental properties since 2017, dedicating minimal time to each. He is also a registered representative and licensed insurance agent, which creates potential conflicts of interest that he mitigates by acting as a fiduciary.
Employment History
Current Registrations
Marathon Financial Group
Previous Registrations
Newedge Securities, LLCBroker
Newedge Advisors
MML Investors Services, LLCBroker
MML Investors Services, LLC
Baystate Wealth Management
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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.