Charles Hand
Charles Hand is a registered investment advisor at Stonex Advisors INC., based in Birmingham, AL, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
1 Perimeter Park South, Suite 400 S, Birmingham, AL, 35243
Get directionsHistory
Regulatory History (1)
Criminal
May 2005Other Business Activities
Charles is the President of Hand Wealth Management, operating as a d/b/a for SA Stone to build brand recognition. He dedicates approximately 40 hours per week to this investment-related activity, mostly during financial market hours.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Asset Management, INC.
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Colonial Asset Management INC
Colonial Brokerage, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.