Charles Slatery
Charles Slatery is a registered investment advisor at Nfc Investments, LLC, based in Memphis, TN, with 39 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 157 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on client circumstances.
Fee Estimator
Location
700 Colonial Road, Suite 110, Memphis, TN, 38117
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Regulatory 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 holds positions as President/Director in WBL Corp and National Fire and Casualty, and Chair/Director at US Agencies, Inc., all insurance-related companies. He also has director roles in Value Financial Services, Intermark, Inc., and Independent Holdings Inc., dedicating minimal time to each.
Employment History
Current Registrations
Nfc Investments, LLC
Previous Registrations
Newsouth Capital Management INC
State Registrations1 state
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