Paidemoyo Charasika
Paidemoyo Charasika is a registered investment advisor at Copperwood Financial, based in Asheville, NC, with 23 years of industry experience. Paidemoyo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 247 clients with $110M 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 $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Location
Asheville, NC
Get directionsHistory
Regulatory History (8)
Regulatory
October 2022Criminal
January 2022Criminal
April 2021Financial
October 2018Regulatory
April 2018Customer Dispute
June 2015Customer Dispute
January 2008Employment Separation After Allegations
August 2006Other Business ActivitiesSells Insurance
Paidemoyo is involved in several outside business activities, including a placement agency, an insurance production agency, a venture capital firm, a branding and marketing solutions platform, and an investment advisor firm. He spends about a quarter of his time as a co-founder and director at Pro Athlete Wealth.
Employment History
Current Registrations
Copperwood Financial
Previous Registrations
American Capital Management, INC.
Magnate Advisory Services, LLC
Portsmouth Financial ServicesBroker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
The Prudent Expert LLC
Adp Broker-Dealer, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Lanier Asset Management, LLC
Comprehensive Asset Management and Servicing, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 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.