Charles Gelo is a registered investment advisor at Trubee Wealth Advisors, INC., based in Buffalo, NY, with 32 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 686 clients with $720M 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 | 2.00% |
| $1M+ | 1.50% |
Fees may vary depending on the extent, nature and complexity of the advice requested; fees may be subject to negotiation.
Fee Estimator
Location
600 Airborne Pkwy Suite #120, Fax # 716-849-0144, Buffalo, NY, 14225
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 Activities
Charles is the treasurer for Crosswinds Community Homeowners, Inc., a homeowners association, performing administrative tasks related to community finance. He dedicates minimal time to this role.
Employment History
Current Registrations
Trubee Wealth Advisors, INC.
Trubee Wealth Advisors, INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Copeland Equities, INC.Broker
State Registrations18 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.