Charles Prudhomme is a CFP-designated registered investment advisor at Lvm Capital Management LTD, based in Portage, MI, 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,416 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5 million are negotiable. Other fee arrangements, such as fixed or hourly fees, may be negotiated for financial planning.
Fee Estimator
Contact
Charles Prudhomme
Location
7840 Moorsbridge Road, Portage, MI, 49024
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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 partner in Glenkerry Court, LLC, a rental property business, since 2016. He spends minimal time on this activity.
Employment History
Current Registrations
Lvm Capital Management LTD
State Registrations2 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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