Charles Street Asset Management offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments in mutual funds, stocks, bonds, and ETFs. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Clients can place restrictions on investments based on their values.
Assets Under Management$35M
Clients101
Advisors1
Avg. per Client$350K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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