Charles Pratt & Company, L.L.C.
Assets Under Management
$876.8M
Number of Clients
332
Number of Advisors
1
Avg. Portfolio per Client
$2.6M
Avg. Managed per Advisor
$876.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Charles Pratt & Company provides wealth management services, including custody, investment advice, tax preparation, and accounting. They develop asset allocation strategies based on client goals and risk tolerance, and may select and monitor third-party money managers. CP & Co. also provides individual portfolio management of cash balances and financial planning advice upon request.
Fee Structure
Charles Pratt & Company does not charge additional fees to manage individual client funds. They invest cash balances in money market mutual funds. They may also select which assets to sell when cash needs arise.
Areas of Practice
Location
767 Third Avenue, New York, NY, 10017-9026