Charles Overbey
Charles Overbey is a CFP-designated registered investment advisor at C. O. Overbey, JR LLC, based in Bonita Springs, FL, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5 clients with $9.3M 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 billed quarterly in arrears. Related family members' account values may be combined for billing purposes. Alternative fee arrangements may apply for large accounts over $5 million, eleemosynary accounts, or fixed-income-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
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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