Charles Yurick
Charles Yurick is a registered investment advisor at International Discount Investors, based in Knoxville, TN, with 22 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. Their firm serves 67 clients with $55M 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% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
4814 Old Kingston Pike, Knoxville, TN, 37919
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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 Yurick is a licensed insurance agent with various insurance companies. He may recommend the purchase of insurance products to clients.
Employment History
Current Registrations
International Discount Investors
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.