Charles Poindexter is a registered investment advisor at Osaic Wealth, INC., based in Darien, IL, with 36 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1450 Plainfield Rd, Suite 2, Darien, IL, 60561
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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.
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Charles works as a financial advisor at Northpoint Financial Group, dedicating nearly full-time hours to marketing and securities trading. He uses a DBA for this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
First Union Securities, INC.Broker
Principal Financial Securities,inc.Broker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
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.