Charles Koehn is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 27 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, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
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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 Activities
Charles is the owner/managing member of Water Street Wealth Management LLC, a service company for financial practice expenses, dedicating minimal time. He also works as an executive director at RCM Alternatives, executing and clearing futures contracts, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Spc
Sigma Financial CorporationBroker
Morgan Stanley
Morgan StanleyBroker
Newedge USA, LLCBroker
Prudential Bache Securities, LLCBroker
Prudential Equity Group, INC.Broker
Hsbc Securities (USA) INC.Broker
Prudential Securities IncorporatedBroker
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.