Working with Charles

Thank you for coming to my personal site where I aim to educate those nearing or in retirement on 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:

Typical Clients

  • Late career professionals within 10 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 50+ who want a partner in their financial life to help them retire confidently and make ongoing tax-smart financial decisions. They typically are:

Fee Structure

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.

Let’s get started!