Charles Booth
Charles Booth is a registered investment advisor at Clarity Wealth Management, L.L.C., based in Gilbert, AZ, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 944 clients with $240M 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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
3303 E Baseline Rd, Ste. 107, Gilbert, AZ, 85234
Get directionsHistory
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 ActivitiesSells Insurance
Charles occasionally sells health insurance, life insurance, fixed annuities, and disability insurance to clients and referrals. He also operates Clarity Wealth Management, LLC as a DBA for his LPL business and provides investment advisory services, spending about half his time on these activities, and owns Clarity Tax and Financial Planning, where he assists clients with tax preparation and financial planning for about a quarter of his time.
Employment History
Current Registrations
Clarity Wealth Management, L.L.C.
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial Corporation
Clarity Financial Planning, P.C.
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
State Registrations1 state
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.