Charles Eberly
Charles Eberly is a registered investment advisor at Sevenbridge Financial Group, LLC, based in Greenwood Village, CO, with 26 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 401 clients with $730M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
5299 DTC Blvd, Suite 610, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2003Customer Dispute
August 2002Other Business Activities
Charles is a director at the Kenneth Bankert Foundation, a charitable organization. He spends minimal time reviewing grants and visiting organizations.
Employment History
Current Registrations
Sevenbridge Financial Group, LLC
Previous Registrations
Wells Fargo Advisors, LLC
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.