Charles Hardee
Charles Hardee is a registered investment advisor at Strategic Advisory Services, based in Memphis, TN, with 37 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 340 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Advisory Services charges an annual fee based on the value of your portfolio. The exact fee is negotiable and depends on the complexity of your account.
The fee covers quarterly performance reports, monthly newsletters, insurance analysis, portfolio analysis, client workshops, wealth transfers, market updates, defined contribution asset allocation, and client reviews. Transaction fees may also apply, depending on the account type.
Location
6465 Quail Hollow Road, Suite 301, Memphis, TN, 38120
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2010Customer Dispute
March 2007Customer Dispute
February 2004Other Business Activities
Charles provides investment advisory services through Strategic Advisory Services, an independent investment advisor firm, dedicating full-time hours to this activity. He also operates under the DBA Strategic Wealth Management as an Investment Advisor Representative, spending about a quarter of his time on this.
Employment History
Current Registrations
Strategic Advisory Services
LPL Financial LLCBroker
Previous Registrations
Wealthcare Advisory Partners LLC
Independent Financial Partners
LPL Financial LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Painewebber IncorporatedBroker
J.C. Bradford & CO.Broker
State Registrations7 states
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.