CI
CI
Charles Incalcaterra
35 Years of Experience
Jupiter, FL
1 DisclosureBroker
Charles Incalcaterra is a registered investment advisor at Wells Fargo Advisors, based in Jupiter, FL, with 35 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
Jupiter, FL
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Regulatory History (1)
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Customer Dispute
January 2008Closed-No Action
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2022 - Present · 4 yrs 3 mos
Wells Fargo Advisors
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2022 - January 2022 · 0 mos
Wells Fargo Clearing Services, LLC
January 2022 - January 2022 · 0 mos
Bny Mellon Securities Corporation
January 2003 - January 2022 · 19 yrs
Bny Mellon Securities CorporationBroker
March 1991 - January 2022 · 30 yrs 10 mos
Vanderbilt Securities, INC.Broker
February 1990 - June 1990 · 4 mos
J. T. Moran & CO., INC.Broker
August 1989 - February 1990 · 6 mos
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.