Charles Kolias
Charles Kolias is a registered investment advisor at Confluence Financial Partners, based in Mcmurray, PA, with 33 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, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 5,044 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Confluence Financial Partners offers investment management services through separately managed accounts and a Compass Service. Fees for separately managed accounts range from 0.20% to 1.50% annually, including financial planning. Managed stock portfolios have an additional 0.25% active management fee. Third-party managers have additional fees ranging from 0.1% to 0.65%. The Compass Service has a 1.00% annual fee. A minimum annual fee of $1,000 applies to new clients if the household fee is less than that amount.
Location
732 E Mcmurray Rd, Mcmurray, PA, 15317
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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 →Other Business ActivitiesSells Insurance
Charles is a licensed insurance agent relating to insurance and/or annuity products and property and casualty insurance needs through Confluence Financial Partners.
Employment History
Current Registrations
Confluence Financial Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations3 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.