Charles Stutenroth
Charles Stutenroth is a CFA-designated registered investment advisor at Canopy Partners, based in Cincinnati, OH, with 13 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 9 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Canopy Partners' investment management fees are based on a percentage of the assets they manage for you. The fee starts at 0.70% and decreases as the total value of your portfolio increases. For investments they monitor but don't directly manage, there's a separate fee schedule starting at 0.20% and decreasing as the value of those assets increases. These fees are typically paid monthly.
Location
3825 Edwards Road, Suite 420, Cincinnati, OH, 45209
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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 the sole owner of Mooney Hyde Park LLC, a 4-unit apartment building, and spends minimal time on it. He also has an ownership interest in Tusculum Insurance Solutions, LLC (life insurance), dedicating minimal time to business oversight and consultation.
Employment History
Current Registrations
Canopy Partners
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Fort Washington Investment Advisors INC
First Investors 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.