Charles River Wealth Management provides customized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. Charles River Wealth Management builds diversified portfolios primarily using mutual funds and exchange-traded funds, focusing on long-term strategies tailored to each client's specific risk tolerance and financial goals. In addition to portfolio management, Charles River Wealth Management offers financial planning covering retirement, investments, savings, insurance, and education funding. The firm operates as a registered investment advisor and acts in a fiduciary capacity, meaning they are legally required to act in your best interest.
Fee Structure
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 at the sole discretion of the advisor based on account complexity and asset levels.