Charles Kateridge
Charles Kateridge is a registered investment advisor at Centaurus Financial, INC., based in Leesburg, VA, with 21 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, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
540 Fort Evans Road, Ne, Suite #200, Leesburg, VA, 20176
Get directionsHistory
Regulatory History (2)
Regulatory
January 2000Regulatory
August 1999Other Business Activities
Charles is the President/Owner of Charles Anthony Enterprises Inc, a corporation for tax purposes, and a partner in both Keystone Realty USA and CMDK Property LLC, both real estate related. He dedicates minimal time to Keystone Realty USA and no time to the other entities.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
First Allied Securities, INC.Broker
Kensington Wells IncorporatedBroker
Continental Broker-Dealer CORP.Broker
State Registrations31 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.