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Charter Oak Capital Management
Portsmouth, New Hampshire
Charter Oak Capital Management, a local investment advisory firm based out of Portsmouth, NH, has established a strong presence in the financial services industry. With four offices strategically located, they offer personalized investment strategies to clients seeking comprehensive wealth management solutions. The firm boasts a total of 21 employees, with 12 dedicated professionals specializing in investment advisory services.
Impressively, Charter Oak Capital Management manages an average of approximately $81,950,000 in assets under management per investment advisor, placing them in line with industry standards. Their compensat...see more
Assets Under Mgmt
$983.42M
Investment Professionals
12
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Reviews for Charter Oak Capital Management
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