Charles Averre
Charles Averre is a PFS-designated registered investment advisor at Hollingsworth Avent Averre & Purvis, PA, based in Raleigh, NC, with 18 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 104 clients with $150M 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 $400K | 1.00% |
| $400K - $1.0M | 0.75% |
| $1M+ | 0.25% |
Fees may be negotiable at a lower rate in certain circumstances.
Fee Estimator
Location
300 W. Millbrook Road, Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Charles is an owner of Hollinsworth Avent & Averre, PA, a CPA firm registered as an investment advisor, where he provides CPA services in addition to investment advice. He is also an officer of Averre Land & Improvement Co., Inc. and a member of Averre Associates, LLC, spending minimal time on these activities.
Employment History
Current Registrations
Hollingsworth Avent Averre & Purvis, PA
State Registrations1 state
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