Charles Stout
Charles Stout is a registered investment advisor at D.B. Root & Company, LLC, based in Pittsburgh, PA, with 30 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 777 clients with $950M 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 | 2.00% |
Annual management fee generally varies between 0.50% and 2.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Location
436 Seventh Avenue, Suite 2800, Pittsburgh, PA, 15219
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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 holds compensated board positions at Eden Hall Foundation and volunteer board positions at Camp Crestfield, Greater Pittsburgh Habitat for Humanity, and Advancing Investments in Malawi (AIIM). These activities are not investment-related.
Employment History
Current Registrations
D.B. Root & Company, LLC
Previous Registrations
Commonwealth Financial Network
The Ayco Company,l.p.
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.
Exams
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