Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCA charges hourly, fixed, or subscription-based fees for financial planning and consulting, typically ranging from $100 to $750 per hour, $100 to $1,000 monthly, or a fixed fee of $500 to $50,000. Financial institution consulting services are billed at approximately 0.45% to 0.60% annually based on assets under management. The brochure mentions advisory fees based on assets under management, but does not provide a fee table or specific percentages.
Areas of Practice
Advisor Information
Office location
330 Kennett Pike, Suite 201, Chadds Ford, PA, 19317
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is the owner of The CP Welde Group, focusing on tax planning and fixed insurance planning and sales, dedicating a few hours per week to each. He is also a General Partner with the Castle Rock Life Settlements Fund, spending minimal time on this investment-related activity.