linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charter OAK Capital Management

Headquartered in PORTSMOUTH, NH

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Charter OAK Capital Management is an investment advisory firm located in PORTSMOUTH, NH, United States. The firm advises high-net-worth individuals, individuals other than high-net-worth, and charitable organizations, with a total of 4,048 accounts and approximately $1,109,715,192 in regulatory assets under management. The firm provides financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals.

Charter OAK Capital Management

TWO INTERNATIONAL DRIVE

PORTSMOUTH, NH 03801

$1.11B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

CHARTER OAK CAPITAL MANAGEMENT has a total of 2 branch locations across the country.
location

PORTSMOUTH, NH

location

Kennebunk, ME

Advisors at Charter OAK Capital Management

View All 12 Advisors
Unclaimed
Samuel Richardson Reid

CFP®, RA

PORTSMOUTH, NH

View Profile
Unclaimed
Emma K Bean

CFP®, RA

PORTSMOUTH, NH

View Profile
Unclaimed
Anthony Ciaramitaro

RA

WOBURN, MA

View Profile
Unclaimed
Lena Wyand

CFP®, RA

PORTSMOUTH, NH

View Profile
Unclaimed
Todd Michael Cesca

RA

PORTSMOUTH, NH

View Profile
Unclaimed
Karen Lee Zaramba

CFP®, RA

PORTSMOUTH, NH

View Profile
Unclaimed
Katy Morrison Carr

RA

PORTSMOUTH, NH

View Profile
Unclaimed
Jeffrey Scott Troiano

RA

PORTSMOUTH, NH

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Charter OAK Capital Management is right for you?

Disclosures

There are no public disclosures for Charter OAK Capital Management.

Frequently Asked Questions (7)

Not sure if Charter OAK Capital Management is right for you?