National Retirement Planning Experts

National Coverage
Local Professionals

CHARTER OAK CAPITAL MANAGEMENT

Two International Drive
Suite 325
Portsmouth, New Hampshire 3801
Tel: 800-646-5720

Need a Financial Advisor?
Compare Vetted Advisors

About CHARTER OAK CAPITAL MANAGEMENT

CHARTER OAK CAPITAL MANAGEMENT, formally registered with the SEC as CHARTER OAK CAPITAL MANAGEMENT. The firm was established in 11/02/2005. They have over 4 offices throughout the country.

CHARTER OAK CAPITAL MANAGEMENT is a Portsmouth, New Hampshire based Financial Planning firm with nearly $983,419,357 assets under management, offering retirement planning & investment advisory services to 4284 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#120870
SEC#801-64808
Assets Managed by Firm$983,419,357
No. of Clients4284
No. of Advisors21

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total4284$983,419,357
Individuals (other than high net worth individuals)1010$375,924,550
High net worth individuals270$603,224,540
Charitable organizations12$4,270,267

More Retirement Planning firms in Portsmouth, New Hampshire:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
PRIME BUCHHOLZ LLC
273 Corporate Drive Suite 250
Portsmouth, NH, 3801
$8,878,539,40164124
IMPAX ASSET MANAGEMENT LLC
30 Penhallow Street Suite 400
Portsmouth, NH, 3801
$7,540,692,27020104
GLOBAL FOREST PARTNERS LP
67 Etna Road, Suite 500
Lebanon, NH, 3766
$4,059,119,0005024
LAKE STREET ADVISORS
145 Maplewood Avenue, Suite 210
Portsmouth, NH, 3801
$2,888,383,638186243
WELLESLEY ASSET MANAGEMENT, INC.
100 Market Street, Suite 203
Portsmouth, NH, 3801
$2,394,519,530181434

Explore More Retirement Advisors in Portsmouth, New Hampshire