Charles Gaines is a registered investment advisor at Cargile Investment Management, based in Midland, TX, with 22 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 164 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cargile Investment Management's annual fee for managing your investments varies from 0.10% to 2.0% of the market value of your portfolio. The fee depends on the complexity of the services and the level of administration requested. The fee is billed quarterly, based on the portfolio balance at the end of the billing period. The fee is negotiable depending on your circumstances.
Location
415 West Wall Street, Suite 2200, Midland, TX, 79701
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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 self-employed CPA who prepares tax returns seasonally, spending minimal time on this activity. He also has a 1% working interest in oil and gas properties, which requires no time commitment.
Employment History
Current Registrations
Cargile Investment Management
Previous Registrations
Banc of America Investment Services, INC.
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.