Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CIAS's basic fee for portfolio management is up to 2% annually, but this is negotiable. Fees for financial planning and portfolio review services range from $500 to $2,500 on a fee basis or up to $250/hour. There is no minimum account size, but accounts may be subject to a minimum annual fee of $500, which may be negotiable.
Areas of Practice
Advisor Information
Office location
100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609
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 Activities
Charles is a member of the Rotary Club of Raleigh since 1987 and spends minimal time as a solicitor broker for the club foundation. He is also a trustee for the Hill-Pike House Trust, which was started in 2017, and spends minimal time on this activity.