Charles Black
Charles Black is a CFP-designated registered investment advisor at Royal Palm Investment Advisors, INC, based in Longwood, FL, with 39 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, Retirement Planning. Their firm serves 101 clients with $40M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.75% |
Fees for accounts over $500,000 are negotiable. Household accounts may be combined to determine fee breakpoints.
Fee Estimator
Location
740 Florida Central Parkway, Suite 2000, Longwood, FL, 32750
Get directionsHistory
Regulatory History (1)
Regulatory
March 1990Other Business Activities
Charles is involved with Longview, Inc., a Registered Investment Advisor licensed by the state of Florida. The business provides financial management services.
Employment History
Current Registrations
Royal Palm Investment Advisors, INC
Previous Registrations
Allen Douglas Securities, INC.Broker
Wall Street Financial Group, INC.Broker
Securities Service Network, INC.Broker
Delta First Financial, INC.Broker
Thomas James Associates, INC.Broker
Blinder, Robinson & Co.,inc.Broker
State Registrations7 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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