Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary based on the type of assets managed. For retirement plan assets, fees range from 0.40% to less than 0.10% depending on the account value. For individual wealth management assets, fees range from 1.50% to 0.70% depending on the account value. All fees are subject to negotiation. Fees are payable quarterly in arrears for plan assets and in advance for individual assets. The firm does not have minimum account balance requirements.
Areas of Practice
Advisor Information
Office location
201 State Street, Greensboro, NC, 27408
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 a partner at Stanley Benefit Services Inc., retirement plan consultants, and the secretary/treasurer of Fund Direct Advisors, Inc., a registered investment advisor. Charles also works as an insurance agent for Mutual of Omaha and is a board member of Turkey Ridge Farms, LLC.