Charles Moore
Charles Moore is a ChFC-designated registered investment advisor at Valmark Advisers, INC., based in Mason, MI, with 35 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
140 E. Ash Street, Mason, MI, 48854
Get directionsHistory
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 involved in the sale of insurance products, including fixed life, disability insurance (DI), long-term care (LTC), fixed annuities, health insurance, and group benefits through Oracle Financial Solutions.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Centennial Financial Services, INC.Broker
State Registrations13 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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