Charles Dobson is a CFP-designated registered investment advisor at Dobson Asset Management LLC, based in Portland, OR, with 18 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 64 clients with $75M 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 $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.60% |
Fee Estimator
Location
1306 NW Hoyt St, Suite 408, Portland, OR, 97212
Get directionsHistory
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 Activities
Charles is employed by Avalon Trust as a Senior Vice President, focusing on relationship management. He dedicates about 60 hours a month to this role.
Employment History
Current Registrations
Dobson Asset Management LLC
Previous Registrations
Dobson Asset Management, INC.
Dobson Asset Management
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.