Charles Carrick is a CFP, ChFC-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Greensboro, NC, 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, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B 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 | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
703 Green Valley Rd, Suite 201, Greensboro, NC, 27408
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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 Activities
Charles is a partner in DMJ Properties, a real estate venture, since 2011, and a member of DMJ Wilmington Properties LLC since 2021. He dedicates minimal time to these activities.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Dmj Wealth Advisors, LLC
Investment Advisors
Proequities, INC.Broker
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
State Registrations2 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.
Exams
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