Charles Vercellone
Charles Vercellone is a ChFC-designated registered investment advisor at Osaic Advisory Services, LLC, based in Atlanta, GA, with 41 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Charles operates Wealth Strategies Group, LLC, a financial advisory practice, and is involved with the Troy Chamber of Commerce. He also sells fixed annuities and insurance products as needed for clients, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Spc
Sigma Financial CorporationBroker
Apex Capital, L.L.C.Broker
Washington Square Securities, INC.Broker
East - West Capital CorporationBroker
Guardian Investor Services CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations6 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.