Charter Oak Asset Management provides investment management services. They work with individuals, retirement programs, trusts, corporations, and non-profit organizations. Charter Oak focuses on understanding each client's situation before making recommendations. They primarily use mutual funds and ETFs in their managed account programs, actively managing fund positions.
Assets Under Management$67M
Clients120
Advisors2
Avg. per Client$560K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M+ | 1.25% |
Fees may be negotiable for accounts exceeding $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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