Charles Sober
Charles Sober is a registered investment advisor at Aft, Forsyth & Sober, LLC, based in West Palm Beach, FL, with 16 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. Their firm serves 6 clients with $320M 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 $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.55% |
Fees are negotiable and may be adjusted based on several factors, including the complexity of the account, investment strategy, and long-term goals.
Fee Estimator
Location
777 S. Flagler Dr., Suite 805 East Tower, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
Regulatory
July 2011Other Business ActivitiesSells Insurance
Charles is a board member on the Enterprise Risk Management Committee for U. S. Epperson Underwriting Company, an insurance underwriting company. He spends a few hours per week during non-business operations and minimal time during trading hours attending board meetings.
Employment History
Current Registrations
Aft, Forsyth & Sober, LLC
Aft, Forsyth and Company, INC.
Previous Registrations
NationssecuritiesBroker
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.