Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
PAX Financial Group charges a single asset-based wrap fee. The specific fee is agreed upon between the client and PAX. If a client participates in Third-Party Separate Account Management, they will pay the third-party manager an investment management fee out of account assets directly, which is separate and in addition to PAX’s fee. Clients participating in SMArtX Advisory Solutions will be charged an additional platform fee of 0.1% and a third-party strategist model fee set by the third-party strategist.
Areas of Practice
Advisor Information
Office location
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232
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 Activities
Charles owns Alamo House Publishing, LLC, used to self-publish his fictional books, and works as a writer of fictional manuscripts. He also serves as President of the Financial Planning Association San Antonio & South Texas Chapter, is a certified instructor to the CFP Board, volunteers with Team Rubicon, and is an independent contractor for Recon Supply.