Charles Youree
Charles Youree is a registered investment advisor at Main Street Investors, LLC, based in Brentwood, 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, Retirement Planning, Tax Planning. Their firm serves 103 clients with $22M 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 $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. All clients will invest in the mutual funds run by Matson Money. Matson Money does not receive any advisory fee; it is compensated solely via the 0.50% fee associated with its mutual fund. The aggregate management fees charged by MSI and Matson Money will not exceed 0.50% annually.
Fee Estimator
Location
205 Powell Place, Suite 209, Brentwood, TN, 37027
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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 ActivitiesSells Insurance
Charles is a licensed insurance agent and owns rental properties in Brentwood, TN.
Employment History
Current Registrations
Main Street Investors, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Mutual Benefit Financial Service CompanyBroker
Fsc Securities CorporationBroker
State Registrations1 state
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.