Charles Cammack
Charles Cammack is a registered investment advisor at Bfc Planning, INC., based in Selma, AL, with 34 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
310 Broad Street, Suite 215, Selma, AL, 36701
Get directionsHistory
Regulatory History (3)
Regulatory
December 2010Customer Dispute
June 1997Customer Dispute
March 1997Other Business ActivitiesSells Insurance
Charles is an insurance owner since 1991, selling term life insurance. This activity requires minimal time.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
First Legacy Securities, LLC
First Legacy Securities, LLCBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations9 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.