Charles Feldman
Charles Feldman is a ChFC-designated registered investment advisor at Valmark Advisers, INC., based in Annapolis, MD, with 57 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B 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 $1.0M | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.
Fee Estimator
Location
1206 West Street, Annapolis, MD, 21401
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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 manages family partnerships and investments, serves as a trustee for several family trusts including a life insurance trust, and co-directs a family foundation. He also owns 50% of a residential rental property.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Ogilvie Security Advisors CorporationBroker
Walnut Street Securities, INC.Broker
Mid Atlantic Investor Services, INC.Broker
Ferris, Baker Watts IncorporatedBroker
Arundel Securities, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Clark Melvin Securities CorporationBroker
State Registrations20 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.
Exams
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