Charles Nemphos
Charles Nemphos is a registered investment advisor at Northstar Wealth Management, INC., based in Elkridge, MD, with 38 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 40 clients with $34M 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 $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
5820 Washington Blvd, Suite A, Elkridge, MD, 21075
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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 trustee for trust accounts and a registered investment advisor with Northstar Wealth Management, Inc. He also owns rental real estate with Nemphos Realty and Windmill Point Real Estate Holdings, LLC.
Employment History
Current Registrations
Northstar Wealth Management, INC.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
CBIZ Financial Solutions, INC.
H. Beck, INC.Broker
Lombard Securities IncorporatedBroker
Fsc Securities CorporationBroker
H.D. Vest Investment Securities, INC.Broker
Richard Roberts Securities, INC.Broker
State Registrations6 states
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