Charles Foss
Charles Foss is a registered investment advisor at Gradient Investments, LLC, based in La Grange, NC, with 17 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 26,806 clients with $8.8B 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 | 2.15% |
Fees vary by portfolio strategy, ranging from 1.00% for Preservation up to 2.15% for Custom Indexing - Strategic. Fees are negotiable based on the overall relationship.
Fee Estimator
Location
125 W Railroad Street, La Grange, NC, 28551
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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 is the President and an insurance agent at The Foss Agency, Inc. He dedicates more than half of his time to this insurance services business.
Employment History
Current Registrations
Gradient Investments, LLC
Foss Wealth Management, INC.
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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