The Capital Chart Room (TCCR) offers financial planning, consulting, and investment management to individuals, partnerships, trusts, charities, corporations, and business entities. Financial planning covers living, business continuity, estate, tax, charitable, asset protection, personal investments, risk management, and retirement plan analysis. Investment management includes recommending independent managers and managing portfolios through programs like The Chartered Portfolio Program and The Optimized Portfolio System (TOPS®). TCCR also provides non-discretionary investment management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Standard fee schedule for The Chartered Portfolio Program. Fees are negotiable. TCCR may aggregate the portfolios of family members in computing fee breakpoints.