Charles Robb is a registered investment advisor at Carnegie Investment Counsel, based in Los Angeles, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,281 clients with $7.5B 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 |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.50% |
Rates represent maximum fee schedules. Fees are negotiable, and some clients may have grandfathered fee schedules due to mergers and acquisitions.
Fee Estimator
Location
1875 Century Park E., Suite 880, Los Angeles, CA, 90067
Get directionsHistory
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 →Employment History
Current Registrations
Carnegie Investment Counsel
Previous Registrations
Telos Capital Management, INC.
Imst Distributors, LLCBroker
Grand Distribution Services, LLCBroker
Genter Advisors LLC
Multiple Financial Services, INC.Broker
Genter Capital Management
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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
More Advisors
- John Frye, CFACarnegie Investment Counsel
- Jan Vega, CFPAspiriant, LLC
- Stacey Panenhanouvong, CFPHcr Wealth Advisors
- Andrew Bates, CFACapital Client Group, INC.
- Michael Yoon, CFPMML Investors Services, LLC
- Carol Cory, CFPPlanmember Securities Corporation