Charles Frentz is a CFA-designated registered investment advisor at Douglass Winthrop Advisors LLC, based in New York, NY. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 1,327 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Percentage fees are generally up to 1.5% with a minimum fee of $2,500 per quarter. Fees are negotiable based on assets, account complexity, and other factors.
Fee Estimator
Location
521 Fifth Avenue, 19th Floor, New York, NY, 10175
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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 →Employment History
Current Registrations
Douglass Winthrop Advisors LLC
State Registrations1 state
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
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