Charles Savage Willauer
Investment Adviser Representative at BRADLEY FOSTER & SARGENT INC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $2 million | 1.00% |
| Next $3 million | 0.75% |
| Remainder | 0.50% |
Bradley Foster & Sargent Inc Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Savage Willauer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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