Charles Overbey
Charles Overbey is a CFP-designated registered investment advisor at C. O. Overbey, JR LLC, based in Bonita Springs, FL, with 26 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 5 clients with $8M 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 $750K | 1.00% |
| $750K - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are not normally negotiable, but alternative fee arrangements may be employed for accounts outside the customary balanced accounts (mutual funds, ETFs, bonds and stocks). Exceptions to the standard fee schedule outlined above may include: Large accounts usually in excess of $5,000,000 in billable asset value; Eleemosynary accounts; Fixed income (bonds) only accounts.
Fee Estimator
Location
Bonita Springs, FL
Get directionsHistory
Regulatory History (1)
Criminal
May 1976Employment History
Current Registrations
C. O. Overbey, JR LLC
State Registrations2 states
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