This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.
901 N Broad Street, Suite 400, Rome, GA, 30161
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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 →Charles operates under the DBA Foothills Financial, offering long-term care insurance and traditional life insurance products since 2016. He dedicates a few hours per week to this activity, all during trading hours.