Charles Coune is a registered investment advisor at The Baker Group, LP, based in Tulsa, OK. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients.
Compensation
N/A
Firm Size
11 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.01% |
| $10.0M - $20.0M | 0.01% |
| $20.0M - $30.0M | 0.00% |
| $30.0M - $40.0M | 0.00% |
| $40.0M - $50.0M | 0.00% |
| $50M+ | 0.00% |
Fees are negotiable for amounts over $50,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1302 East 3rd Street, Tulsa, OK, 74120
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
The Baker Group, LPBroker
March 2026 - Present · 1 mo
The Baker Group, LP
February 2026 - Present · 2 mos
State Registrations1 state
OK
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.