Charles Eastes
Charles Eastes is a registered investment advisor at Strategic Wealth Advisors Group, INC., based in New Vienna, OH, with 17 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 402 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.80% |
Fees above $15,000,000 are negotiable.
Fee Estimator
Location
New Vienna, OH
Get directionsHistory
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 is a Regional Director (Sales Manager) and Insurance Agent for Alliance America Corporation, a life and health insurance agency.
Employment History
Current Registrations
Strategic Wealth Advisors Group, INC.
Previous Registrations
United Advisors America
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.