CA
CA
Charles Akre
24 Years of Experience
Middleburg, VA
1 Disclosure
Charles Akre is a registered investment advisor at Akre Capital Management, LLC, based in Middleburg, VA, with 24 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 245 clients with $14B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
245 clients
Average Client Portfolio
$58.7M average
Assets Under Management
$14.4B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2 West Marshall Street, Po Box 998, Middleburg, VA, 20118-0998
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 1994Settled
Employment History
Current Registrations
Akre Capital Management, LLC
May 2001 - Present · 25 yrs
State Registrations1 state
VA
Advisor
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
No exam information available for this advisor.