Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$378K average
Assets Under Management
$220.3M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$1,000
Financial Plan Fee:$1,500 - $5,000
Hourly Rate:Up to $250/hr

Investment advisory fees are based on the average daily market value of assets under management, with a maximum fee of 1.25% annually. The minimum fee is $1,000 for all accounts. Financial planning and consulting services are offered on a fixed fee basis, ranging from $1,500 to $5,000, or an hourly rate of $250, which may be negotiable. Fees are exclusive of brokerage commissions and other related costs.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

111 W. Oak Avenue, Ste 450, Tampa, FL, 33602

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Charles owns rental real estate property since 2020, acting as landlord and managing the lessee, dedicating minimal time. He is also an independent insurance agent since 2023, selling insurance products and dedicating full-time hours to this activity.

Employment History
Current Registrations
Previous Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - October 2023 · 1 yr 5 mos
Steward Partners Investment Advisory, LLC
March 2022 - October 2023 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
March 2022 - May 2022 · 2 mos
Wells Fargo Clearing Services, LLC
September 2018 - March 2022 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLC Broker
July 2018 - March 2022 · 3 yrs 8 mos
Nylife Securities LLCBroker
September 2013 - May 2018 · 4 yrs 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Charles Ryan Muzzo - Financial Advisor | AdvisorDiscover