Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services LLC representatives may earn commission-based compensation for selling insurance products, which is separate from advisory fees. This presents a conflict of interest. They may also receive compensation from third-party investment advisors for recommending their services, creating another potential conflict of interest. The firm also provides actuarial and other consulting services for separate fees.
Areas of Practice
Advisor Information
Office location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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 is a board member and chair member of the Godley Public Water District since 2016. He dedicates minimal time to this non-investment related activity.