Charles Moore is a registered investment advisor at Liberty Wealth Management, LLC, based in San Francisco, CA, with 27 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,441 clients with $1.5B 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable under certain circumstances. LWM also offers a directly held mutual fund program through American Funds with fees ranging from 0.50% to 1.25%.
Fee Estimator
Location
586B Wisconsin Street, San Francisco, CA, 94407
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles owns Moore Financial Advice, an investment-related financial firm, and dedicates nearly full-time hours to it during trading hours. He is also a licensed insurance agent since 2001, selling accident and health, life, and variable insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Liberty Wealth Management, LLC
Previous Registrations
Ae Financial Services, LLCBroker
Liberty Wealth Management, LLC
Liberty Group, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Wells Fargo Securities INC.Broker
Interfirst Capital CorporationBroker
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.