Charles Street Asset Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $200 and $300.”

Flat or project fee

$1,000⁠-⁠$10,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Charles Street Asset Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid quarterly in advance, and clients may terminate their contracts with seven days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

How Charles Street Asset Management, Inc.’s fees compare

• Its hourly rate of $200-$300 is below the Maryland median of $300. 24% of the 156 other Maryland planners that publish an hourly rate charge less.
• 1 of the 9 other planners in Baltimore that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Maryland median of $4,335. 67% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 8 of the 12 other planners in Baltimore that publish a flat or project fee charge less.

About Charles Street Asset Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

73

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$37,914,444

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164781

Phone

(410) 244-8140

Can advise clients in 2 states: Florida, Maryland

Other planners in Baltimore that publish fees

• Aerie Capital ManagementBaltimore$250/hr, $1,000⁠-⁠$2,500
• Buttonwood Financial Advisors, Inc.Baltimore$500
• Docempowered, LLCBaltimore$600/hr, $600⁠-⁠$1,000/mo
• Equatorial Advisors, LLCBaltimore$150⁠-⁠$500
• Foundry Wealth Advisors, LLCBaltimore$250/hr, $2,000⁠-⁠$10,000
• Garritt Financial Solutions LLCBaltimore$275/hr, $1,800⁠-⁠$3,500

Compare all 25 planners in Baltimore