David Charlaff
David Charlaff is a registered investment advisor at Core Capital Management, LLC, based in The Woodlands, TX, with 17 years of industry experience. David 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 50 clients with $41M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Location
2 South Lakemist Harbour Place, The Woodlands, TX, 77381
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1997Other Business Activities
David is the Managing Member of CorePortfolio, LLC, an internet-based investment newsletter, and spends about half his time on this activity. He may recommend the newsletter to clients and receives distributions from the company.
Employment History
Current Registrations
Core Capital Management, LLC
Previous Registrations
Core Capital Management, LLC
State Registrations2 states
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.