Charles Munoz
Charles Munoz is a registered investment advisor at Centaurus Financial, INC., based in Costa Mesa, CA, with 26 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B 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 | 2.25% |
Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
2900 Bristol Street, Suite #A-107, Costa Mesa, CA, 92626
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2024Criminal
June 1988Other Business ActivitiesSells Insurance
Charles is the president of Pinnacle Financial Resources for branding purposes and teaches retirement planning at a local college, dedicating a few hours per week. He also sells Medicare Advantage and Medicare Supplement plans for United Health Care and is a board member of a Homeowners Association.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 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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