CharMarLine Wealth Management provides customized wealth management services to individuals and high net worth individuals. These services include investment management using low-cost, diversified mutual funds and ETFs, as well as comprehensive financial planning covering areas like retirement, education, and personal savings. CharMarLine acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$120M
Clients124
Advisors1
Avg. per Client$960K
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees negotiable for accounts over $5,000,000. Certain clients will be subject to a legacy fee schedule that differs from the one above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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