Charter Oak Capital Management is a fee-based firm that manages investment portfolios and provides financial planning services. They work with clients to create an Investment Policy Statement and then manage the portfolio accordingly. They also provide ongoing supervision and reporting. Charter Oak may use subadvisors to manage a portion of client assets.
Assets Under Management$1.4B
Clients1,349
Advisors14
Avg. per Client$1.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.50% |
| $350K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $7.5M | 0.40% |
| $7.5M+ | 0.30% |
Fees are subject to negotiation, not to exceed 1.50% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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