Charles Mussallem is a CFA-designated registered investment advisor at Birchbrook, based in Bangor, ME, with 2 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 293 clients with $260M 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Location
82 Columbia St, Bangor, ME, 04401
Get directionsHistory
Regulatory History (1)
Criminal
August 2013Other Business Activities
Charles works as an art picker for Mussallem Galleries, searching online for paintings and rugs to purchase. This takes about 10-20% of his time during some weeknights and weekends.
Employment History
Current Registrations
Birchbrook
State Registrations5 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.