Charles River Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and charitable organizations. Charles River creates customized investment strategies using mutual funds and exchange-traded funds (ETFs). They also offer financial planning services covering investment planning, retirement planning, personal savings, insurance needs, and education savings.
Assets Under Management$110M
Clients103
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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