Charles Kares is a registered investment advisor at C.T. Kares Advisory Group, INC., based in Abingdon, MD, with 11 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 25 clients with $7.6M 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 | 2.00% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
All fees and account minimums are negotiable.
Fee Estimator
Location
Abingdon, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
C.T. Kares Advisory Group, INC.
State Registrations1 state
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