Charles Tarara
Charles Tarara is a ChFC-designated registered investment advisor at Lions Wealth Management, based in Mendota Heights, MN, with 42 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 120 clients with $80M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.90% |
Some clients may be charged a fixed fee, but it will not exceed the percentage-based fee schedule. For clients utilizing a Sub-Advisor for asset management services, the total fee stated above will not include the Sub-Advisor’s fee.
Fee Estimator
Location
Mendota Heights, MN
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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 a licensed insurance agent since April 2023, selling various insurance products. This activity requires minimal time.
Employment History
Current Registrations
Lions Wealth Management
Previous Registrations
Planners Financial Services, INC.
Aetna Investment Services, LLCBroker
Planners Financial Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
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.