Charles Hewett
Charles Hewett is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Monterey, CA, with 34 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 Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
9 Soledad Dr Ste C, Monterey, CA, 93940-6036
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 owns Hewett Insurance Services, which generates no new business and no longer services accounts, receiving only nominal vested commissions. He also owns Charles Hewett's Insurance Agency, an insurance agency affiliated with State Farm, where he services customers and supervises employees, dedicating about half of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Investment Management CORP.
State Farm Investment Management CORP.
Separate Account Solutions
MML Investors Services, INC.Broker
State Registrations2 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
More Advisors
- Jimmy Rinehart, ChFCState Farm Investment Management CORP.
- Antone Mercurio, CFPCommonwealth Financial Network
- Cristofer Cabanillas, CFPCreative Planning
- Michael Kirch, CFADel Monte Capital, INC.
- Zachariah Harney, CFPCreative Planning
- Aaron Schwartz, CFPMcfarland Associates