Charles Lefkowitz
Charles Lefkowitz is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 55 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 2012Judgment / Lien
September 2010Other Business ActivitiesSells Insurance
Charles is an independent insurance agent selling non-variable insurance since 2012 and also works as a consultant for estate planning strategies and Integrated Trust Systems since 1998. Additionally, Charles is a greeting card distributor since 2010 and a public notary since 1998.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Mutual Service CorporationBroker
Anfs, INC.Broker
Anchor National Financial Services, INC.Broker
Security Investment Services CORP.Broker
Chubb Securities CorporationBroker
State Registrations4 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.