Charles Dickinson
Charles Dickinson is a registered investment advisor at William Mack & Associates INC, based in Harbor Springs, MI, with 5 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 965 clients with $1B 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 | 1.00% |
| $1.0M - $1.5M | 0.80% |
| $1.5M+ | 0.60% |
Fees are negotiable based on account size and client circumstances.
Fee Estimator
Location
Harbor Springs, MI
Get directionsHistory
Regulatory History (1)
Financial
June 2017Other Business Activities
Charles is a managing member of Monitor My Advisor LLC dba Clear Disclosure Partners, a compliance consulting firm for registered investment advisors. This non-investment activity accounts for about 10% of Charles's time during market hours.
Employment History
Current Registrations
William Mack & Associates INC
Previous Registrations
Rockport Wealth Advisors
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.