Charles Achoa is a registered investment advisor at Proxy Wealth Advisors LLC, based in Orlando, FL, with 20 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 614 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are up to 2% and are negotiated at the firm's sole discretion based on account size, strategy, and complexity. An additional 0.30% platform fee may be added when using specific software.
Fee Estimator
Location
Orlando, FL
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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 →Employment History
Current Registrations
Proxy Wealth Advisors LLC
Previous Registrations
Cim Securities, LLCBroker
Bcp Securities, LLCBroker
Rbs Securities INC.Broker
Credit Suisse Securities (USA) LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Sbc Warburg, INC.Broker
Chase Securities INC.Broker
Chemical Securities, INC.Broker
Chase Securities, INC.Broker
Chemical Securities, INC.Broker
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.
Exams
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