Charles Fish Investments (CFI) offers tailored investment services, focusing on fixed income assets, especially municipal bonds. CFI manages client funds in separately managed accounts, selecting bond investments based on individual client goals and risk tolerance. CFI also offers sub-advisory services to other investment advisors. CFI coordinates with clients' other advisors to integrate portfolios with overall assets.
Assets Under Management$340M
Clients42
Advisors4
Avg. per Client$8.1M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.50% |
| $2.0M - $15.0M | 0.38% |
| $15.0M - $50.0M | 0.25% |
| $50M+ | 0.13% |
Rates on certain discretionary fixed income portfolios may be negotiable. The assets of related discretionary accounts may be combined for the purpose of calculating the breakpoint on fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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