| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee applies to accounts $15,000 and above.
Arena, WI
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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 →Charles owns Weigel & Associates, an insurance agency, since 1983, dedicating about half of his time to selling and servicing life, health, and disability insurance. He is also an independent contractor and insurance agent for Global View Capital, spending about half of his time marketing and selling insurance and advisory services.