Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees range from 0% to 2% annually, based on assets under management and service complexity. Fees are billed quarterly in advance. Financial planning is offered at an hourly rate of $150 to $350, or a project fee ranging from $100 to $10,000. General consulting services are also available at an annual flat rate. Pension consulting fees also range from 0% to 2%.
Areas of Practice
Advisor Information
Office location
3507 N University Ave, Suite 150, Provo, UT, 84604
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 professor at Weber State University since 2015, teaching undergraduate courses. Since 2016, he also works as an insurance agent, offering fixed life and annuities, dedicating minimal time to this activity.