Charles Kerker is a registered investment advisor at Quincy Wells Advisors, LLC, based in Delmar, NY, with 40 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
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Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
Delmar, NY
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Regulatory History (2)
Employment Separation After Allegations
June 2019Customer Dispute
March 2015Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLCBroker
Great Point Capital LLC
Previous Registrations
Peak Brokerage Services, LLCBroker
Next Financial Group, INC.Broker
Advantage Capital CorporationBroker
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.