Advisor at Charles J. Means & Co., LLC
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Firm
Charles J. Means & Co., LLC
Location
Providence, RI 02903
Credentials
Series 65
Industry experience
23 years
Charles Means is the sole advisor at Charles J. Means & Co., LLC in Providence, RI, holding a Series 65 credential with 23 years of industry experience. He has led his firm since 2002, providing personalized investment management services. Charles J. Means & Co., LLC offers customized, discretionary portfolio management primarily for individuals, IRAs, trusts, estates, and charitable organizations. The firm manages approximately $84 million across about 59 accounts, focusing on equity and debt securities aligned with macroeconomic views and client objectives.
$0 - $1,000,000: 1.15% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001+: 0.55% annually
Fee-only: Firm is strictly fee-only; does not accept commissions or other forms of compensation.
344 Wickenden Street
Providence, RI 02903
Rhode Island
Charles J. Means & Co., LLC
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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