Charles West is a registered investment advisor at Rayburn West Financial Services, based in Nashville, TN, 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 Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 142 clients with $240M 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 $50K | 1.50% |
| $50K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Location
4117 Hillsboro Pike, Suite 208, Nashville, TN, 37215
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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 →Employment History
Current Registrations
Rayburn West Financial Services
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Lm Financial Partners, INC.Broker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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