Charles Curtis
Charles Curtis is a registered investment advisor at Wapg, LLC, based in Littleton, CO, with 26 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.25% |
| $300K - $500K | 2.00% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. In situations of family groups, assets of the individual members of the group are aggregated to the fee structure.
Fee Estimator
Location
9457 S. University Blvd., #500, Littleton, CO, 80126
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 works as an independent insurance agent for various independent insurance companies. This activity is investment-related.
Employment History
Current Registrations
Wapg, LLC
Previous Registrations
Stonefield Investment Advisory, INC.
Woodbury Financial Services, INC.
Wapg, LLC
Wapg, LLC
State Registrations1 state
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