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Charles Poe

Grand Central Investment Group, LLC
13 Years of Experience
Tampa, FL
2 DisclosuresSells Insurance
View SEC Summary
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Charles Poe is a CFA-designated registered investment advisor at Grand Central Investment Group, LLC, based in Tampa, FL, with 13 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 238 clients with $200M in assets under management.

Grand Central Investment Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
238 clients
Average Client Portfolio
$825K average
Assets Under Management
$196.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.63%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $5.0M1.00%
$5M+0.75%

Fees are negotiable on a client-by-client basis. There is a $1,500 minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

324 S. Hyde Park Ave., Suite 390, Tampa, FL, 33606

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2013
Regulatory
March 2013
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles is a limited partner in Poe Family Investment Co LTD, an investment partnership for his father's family assets, since 2002. He is also a board member and shareholder of Poe Financial Group, a property and casualty insurance agency, dedicating minimal time to this business.

Employment History
Current Registrations
Grand Central Investment Group, LLC
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
Pccb, LLC
December 2014 - December 2014 · 0 mos
Pfg Financial Advisors
January 2014 - November 2014 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - June 2013 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - June 2013 · 1 yr 4 mos
State Registrations2 states
FLTX
Advisor

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
No exam information available for this advisor.
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