Overview

Headquarters
Burlington, MA
Total Firm Assets
$110 million
Average High-Net-Worth Client Portfolio Size
$1.8 million

Fee Disclosure

Source: CHARLES RIVER DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, AND PRIVACY POLICY (2026-04-30) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 1.10%
$500,001 $1,000,000 0.95%
$1,000,001 $2,000,000 0.85%
$2,000,001 $3,000,000 0.75%
$3,000,001 $5,000,000 0.65%
$5,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,250 1.02%
$5 million $39,250 0.78%
$10 million $64,250 0.64%
$50 million $264,250 0.53%
$100 million $514,250 0.51%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
85.50%
Number of High-Net-Worth Clients
51
Total Client Accounts
343
Discretionary Accounts
336
Non-Discretionary Accounts
7

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
288017
  • CHARLES RIVER DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, AND PRIVACY POLICY (2026-04-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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