Charles Scott Berry

Advisor Resource Council

20 Years of Experience

View SEC Summary

Firm Information

Advisor Resource Council

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

78 advisors

Number of Clients

11,572 clients

Average Client Portfolio

$261K average

Assets Under Management

$3.0B

Fee Structure

Minimum Investment:None

This firm offers a wrap fee program where you pay a single fee for investment advice and transaction costs. The maximum annual fee is 2.50% of assets under management or a flat annual fee, both are negotiable. Clients are also responsible for custodial fees and internal expenses of investment products like mutual funds and ETFs.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

15110 Dallas Parkway, Suite 500, Dallas, TX, 75248

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2006

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Charles operates CSB Wealth Management, LLC as a DBA for his LPL business. He also provides investment advisory services through Advisor Resource Council, spending nearly full-time on this activity.