Charles Pratt & Company offers wealth management services including custody, investment management, tax preparation, accounting, and financial planning. For investment management, they can select and monitor third-party money managers or directly manage cash balances. They develop asset allocation strategies based on client goals and risk tolerance. Tax and accounting services are offered for various entities. Financial planning covers budgeting, estate planning, and tax analysis. The firm primarily serves individuals, high net worth individuals, trusts, estates, pooled investment vehicles, and charitable organizations.
Fee Structure
Charles Pratt & Company can help you select and monitor third-party money managers. There are no additional fees for this service beyond what the third-party manager charges. CP & Co. also manages individual client funds, but there are no additional fees for this service.