Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range up to 2.25% annually, depending on the investment strategy's complexity and account size. Larger or less complex accounts may have lower fees. Some advisors establish minimum fees, potentially exceeding 2.25% annually. Financial planning fees range from $150 to $500 per hour or $1,000 to $50,000 per project. Retainer agreements range from $1,000 to $20,000 per year.
Areas of Practice
Advisor Information
Office location
Marana, AZ
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 licensed insurance agent selling non-variable insurance products, including long-term care, fixed annuities, and life insurance. He spends a few hours per week on these insurance services.