Charles Henry is a CFP-designated registered investment advisor at Csh Investment Management, based in Taylorville, IL, with 28 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 291 clients with $67M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
926 W Spresser, Taylorville, IL, 62568
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the president of CSH Holdings Inc., managing tax and accounting franchises, dedicating about 10-20% of his time. He is also the president of CSH Properties Inc., involved in real estate investment and management, spending minimal time on this activity.
Employment History
Current Registrations
Csh Investment Management
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations2 states
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