Charles Wood is a CFP-designated registered investment advisor at Cardea Capital Advisors, LLC, based in Vero Beach, FL, with 22 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 242 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cardea Capital Advisors charges an annual investment management fee of up to 1.5% of the assets they manage. This fee is billed quarterly or monthly. The advisor who referred the account to Cardea Capital Advisors will also charge a fee. The fees are mutually agreed upon and disclosed in the Fee Disclosure & Sharing Agreement. Fees for TAMP services range from 0.20% to 0.90%, sub-advisor fees range from 0.15% to 0.60%, and back-office fees range from 0.10% to 0.25%.
Location
601 21st Street, Suite 300, Vero Beach, FL, 32960
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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.
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Charles serves as an Investment Advisor Representative of Cardea Capital Advisors, LLC through his company, Wood Investment Group, LLC. He manages investment portfolios and provides advisory services.
Employment History
Current Registrations
Cardea Capital Advisors, LLC
Previous Registrations
Private Wealth Advisory Group, INC.
Lindner Capital Advisors, INC.
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.