Charles Scheinbaum
Charles Scheinbaum is a registered investment advisor at Aspire Capital Advisors LLC, based in Kirkland, WA, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 2,123 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range up to 1.00% annually and are paid quarterly in advance. Fees may be negotiable at the firm's discretion.
Fee Estimator
Location
1524 Market Street,, Suite 100, Kirkland, WA, 98033
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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 the president of a condo association, a personal property manager, a life/LTC insurance agent, and an investment advisory representative for two firms. He dedicates minimal time to the condo association and property management, a few hours per week to insurance sales, and nearly full-time to his investment advisory roles.
Employment History
Current Registrations
Aspire Capital Advisors LLC
Previous Registrations
M. S. Howells & CO.Broker
Securities America Advisors, INC.
Arbor Point Advisors
Securities America, INC.Broker
Kms Financial Services, INC.Broker
Kms Financial Services, INC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Waddell & Reed, INC.Broker
State Registrations1 state
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
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