Charles Consentino is a registered investment advisor at Nestegg Financial, based in North Attleboro, MA, with 20 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 50 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nestegg charges an annual retainer fee for investment advice. This fee is negotiable and ranges from $100 to $1,000 per year.
Location
North Attleboro, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is a sole proprietor providing tax preparation services. He dedicates significant time to this activity during tax season (February, March, and half of April), working approximately 60 hours per week, but only occasional hours during the rest of the year.
Employment History
Current Registrations
Nestegg Financial
State Registrations1 state
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