Charles Fish Investments manages customized investment portfolios for high-net-worth families, individuals, and businesses. Founded in 1984 and based in Irvine, California, the firm specializes in fixed-income investing—particularly municipal bonds—while also offering multi-asset portfolios that include equities, exchange-traded funds, and mutual funds. Charles Fish Investments builds discretionary separately managed accounts tailored to each client's specific goals, risk tolerance, and tax considerations. The firm emphasizes direct communication between clients and their portfolio managers, aiming to provide a high level of personalized service. Additionally, Charles Fish Investments coordinates with clients' accountants and estate lawyers to integrate their investment portfolios with their broader financial picture.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.88% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.63% |
Rates shown are for multi-asset portfolios. Fixed income portfolios have a separate, lower schedule starting at 0.50%. Fees are negotiable.