Charles Lemonides is a CFA-designated registered investment advisor at Valueworks, LLC, based in New York City, NY, with 18 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 105 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ValueWorks charges an annual fee for managing your investments, ranging from 1% to 2.5% of the value of your account. This fee is negotiable and can vary based on the specific program you participate in and the amount you invest. The fee covers ValueWorks' management services, but does not include fees charged by brokers/advisors, or for trading and custody.
Location
One World Trade, Suite 84G, New York City, NY, 10007
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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.
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Charles is a General Partner and Managing Member of ValueWorks Capital LLC, responsible for the general oversight of a hedge fund, including manager selection, monitoring, and administrative oversight. This activity takes a few hours per week.
Employment History
Current Registrations
Valueworks, LLC
Previous Registrations
Valueworks, LLC
Valueworks, LLC
State Registrations1 state
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