Charles Bohlen
Charles Bohlen is a CFA-designated registered investment advisor at Sfe Investment Counsel INC., based in Los Angeles, CA, 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 Investment Management, Retirement Planning. Their firm serves 894 clients with $750M 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 $250K | 2.00% |
| $250K - $1.3M | 1.75% |
| $1.3M - $3.3M | 1.50% |
| $3.3M - $8.3M | 1.25% |
| $8.3M+ | 1.00% |
Fees are negotiable. For dual-contract relationships, the annual rate is 0.50%, subject to a minimum annual fee of $500. This fee is also negotiable in select circumstances.
Fee Estimator
Location
801 South Figueroa Street, Suite 610, Los Angeles, CA, 90017
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2015Customer Dispute
February 2007Employment History
Current Registrations
Sfe Investment Counsel INC.
Previous Registrations
Stern Fisher Edwards INCBroker
Sfe Investment Counsel
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.