Charles Brown is a registered investment advisor at Integrated Advisors Network LLC, based in Boston, MA, with 16 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, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 7,612 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Maximum annual fee is up to 2.95% of assets under management. Actual fees vary by practice group, investment program, and are negotiable.
Fee Estimator
Location
101 Federal St, 19th Floor, Boston, MA, 02114
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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 Activities
Charles is a principal at LongView Investment Advisors, a DBA in Boston, MA, since 2022. His hours and duties are in line with his advisory business.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Dhk Financial Advisors INC
Fiduciary Wealth Partners, LLC
Windhaven Investment Management, INC.
Windward Investment Management INC
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.
Exams
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