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Charles Wilner

Blackridge Asset Management, LLC
26 Years of Experience
Palm Beach Gardens, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Charles Wilner is a registered investment advisor at Blackridge Asset Management, LLC, based in Palm Beach Gardens, FL, with 26 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.

Blackridge Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$89K average
Assets Under Management
$216.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Palm Beach Gardens, FL

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History

Regulatory History (1)
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Criminal
April 1983
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles is an insurance agent, spending about a quarter of his time selling and supporting insurance policies. He is also the President of BetOnU Inc., teaching individuals, and an IAR at Blackridge Asset Management, focusing on asset management nearly full-time.

Employment History
Current Registrations
Blackridge Asset Management, LLC
January 2022 - Present · 4 yrs 9 mos
Peak Brokerage Services, LLC
January 2022 - Present · 4 yrs 9 mos
Peak Brokerage Services, LLCBroker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2020 - September 2021 · 11 mos
Ameriprise Financial Services, LLCBroker
October 2020 - September 2021 · 11 mos
Ameriprise Financial Services, LLC.
April 2020 - June 2020 · 2 mos
Ameriprise Financial Services, LLCBroker
April 2020 - June 2020 · 2 mos
LPL Financial LLC
May 2019 - April 2020 · 11 mos
Independent Financial Partners
September 2016 - May 2019 · 2 yrs 8 mos
Independent Financial Partners
May 2016 - May 2016 · 0 mos
LPL Financial LLCBroker
April 2016 - April 2020 · 4 yrs
Allstate Financial Services, LLCBroker
June 2008 - May 2016 · 7 yrs 11 mos
Kovack Advisors, INC.
January 2007 - June 2008 · 1 yr 5 mos
Kovack Securities INC.Broker
June 2004 - June 2008 · 4 yrs
Capital Analysts, IncorporatedBroker
April 2004 - June 2004 · 2 mos
New England SecuritiesBroker
October 2002 - March 2004 · 1 yr 5 mos
New England SecuritiesBroker
February 2002 - September 2002 · 7 mos
Galleon Merchant Banking, INC.Broker
May 1999 - December 2001 · 2 yrs 7 mos
Fechtor, Detwiler & CO., INC.Broker
March 1998 - April 1998 · 1 mo
PFS Investments INC.Broker
February 1998 - March 1998 · 1 mo
First Investors CorporationBroker
October 1988 - February 1989 · 4 mos
State Registrations3 states
CTFLNC
AdvisorBrokerBoth

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
No exam information available for this advisor.
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Charles Wilner - Financial Advisor | TrueAdvisor