Thank you for coming to my site where I aim to educate those nearing or in retirement on financial topics useful to them.
If you have enjoyed what you have read and wish to take the next steps towards exploring a working relationship, please see below:
Working with Charles
Late career professionals within 5 years of retirement.
Retirees.
Diligent savers with greater than $500,000 in retirement and non-retirement investment assets.
People who value professional advice because they have a certain degree of financial complexity and retirement is just too important to not get right.
We specialize in working with individuals aged 60+ who want a partner in their financial life to help them retire confidently and make ongoing tax-smart financial decisions. They typically are:
Typical Clients
Our fee structure for ongoing advice is based on assets we manage for you:
1.10% fee on assets from $0 - $1,000,000
1.00% fee on assets from $1,000,000 - $2,000,000
0.80% fee on assets from $2,000,000 - $5,000,000
0.60% fee on assets from $5,000,000 - $10,000,000
0.40% fee on assets from $10,000,000 - $20,000,000
Our fee structure for one-time financial plans:
$2,000 - $4,000 depending on complexity.
Fee Structure
