Charles J. Means & Co. provides ongoing investment advice and recommendations to clients based on their individual needs. The firm manages assets for individuals, IRAs, trusts, estates, and charitable organizations. Charles J. Means & Co. is a fee-only investment management firm and does not sell commissioned products or accept commissions.
Assets Under Management$84M
Clients34
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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