Charles Lutz
Charles Lutz is a registered investment advisor at Osaic Institutions, INC., based in San Antonio, TX, with 27 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B 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 | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Location
8000 IH 10 W Ste 1014, San Antonio, TX, 78230
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business Activities
Charles is a trustee for First Presbyterian Church, handling risk assessment and property transactions. He volunteers minimal time to this role.
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Frost Brokerage Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
State Registrations36 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.
Exams
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