| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.87% |
Fees may be negotiable on a client-by-client basis.
One Park Street, Guilford, CT, 06437
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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 →Charles is an adjunct lecturer at Southern Connecticut State University, teaching an undergraduate marketing course since 2016. This takes about 10-20% of his time, with no hours devoted during trading hours.