Charles Field
Charles Field is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Austin, TX, with 2 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, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
901 South Mopac Expressway, Barton Oaks Plaza Four Ste 150, Austin, TX, 78746
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Regulatory History (1)
Criminal
October 1996Other Business Activities
Charles works as a registered nurse at the University of Texas Medical Center and as a senior tax analyst at H&R Block. These activities are not investment-related and take about half of Charles's time and about 10-20% of his time, respectively.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Choice Advisory Group, INC.
Choice Investments, 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.