Charles Thoele is a CFA-designated registered investment advisor at Corient, based in Dallas, TX, with 23 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B 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 vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
5950 Sherry Lane, Suite 600, Dallas, TX, 75225
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2017Customer Dispute
August 2016Customer Dispute
August 2002Employment History
Current Registrations
Corient
Previous Registrations
Rgt Wealth Advisors
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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