Charles Leedy
Charles Leedy is a CFA-designated registered investment advisor at Hunter Street Investment Advisors LLC, based in Apex, NC, with 12 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 352 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.90% |
SIMPLE Employer IRAs are charged 1.00%. 401(k) plans and endowment funds held with Hunter Street are charged 0.65%. Financial planning is included at no extra cost for accounts with $125,000 or more.
Fee Estimator
Location
56 Hunter Street, Suite 210, Apex, NC, 27502
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2023Employment History
Current Registrations
Hunter Street Investment Advisors LLC
Previous Registrations
Hunter Street Investment Advisors LLC
Comperio Retirement Consulting, INC.
Chapel Hill Investment Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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