CP
CP

Charles Paquelet

31 Years of Experience
Milwaukee, WI

Charles Paquelet is a registered investment advisor at Skylands Capital, LLC, based in Milwaukee, WI, with 31 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $720M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$55.7M average
Assets Under Management
$724.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.85%
$1.0M - $4.0M0.75%
$4M+0.50%

Fees are negotiable and may exceed the standard fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 North Mayfair Road, Suite 250, Milwaukee, WI, 53226

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Skylands Capital, LLC
May 2004 - Present · 22 yrs
Previous Registrations
Flint Prairie LLC
October 2003 - June 2004 · 8 mos
Strong Capital Management INC
January 1995 - June 2004 · 9 yrs 5 mos
State Registrations1 state
WI
Advisor

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.

Exams
No exam information available for this advisor.