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Paidemoyo Brian Charasika

22 Years of Experience
8 DisclosuresSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
204 clients
Average Client Portfolio
$386K average
Assets Under Management
$78.8M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $1000K1.00%
$1.0M - $3.0M0.75%
$3M+0.65%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Asheville, NC

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History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2022
Final
Criminal
January 2022
Pending Charge
Criminal
April 2021
Final Disposition
Financial
October 2018
Final
Regulatory
April 2018
Final
Customer Dispute
June 2015
Settled
Customer Dispute
January 2008
Denied
Employment Separation After Allegations
August 2006
Other 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
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
American Capital Management, INC.
January 2021 - October 2022 · 1 yr 9 mos
Magnate Advisory Services, LLC
January 2020 - September 2020 · 8 mos
Portsmouth Financial ServicesBroker
September 2017 - January 2018 · 4 mos
Allstate Financial Advisors, LLC
December 2016 - June 2017 · 6 mos
Allstate Financial Services, LLCBroker
December 2016 - June 2017 · 6 mos
The Prudent Expert LLC
May 2016 - August 2016 · 3 mos
Adp Broker-Dealer, INC.Broker
August 2015 - April 2016 · 8 mos
Raymond James & Associates, INC.Broker
August 2012 - August 2015 · 3 yrs
Raymond James & Associates, INC.
August 2012 - August 2015 · 3 yrs
Lanier Asset Management, LLC
June 2012 - August 2012 · 2 mos
Comprehensive Asset Management and Servicing, INC.Broker
May 2012 - August 2012 · 3 mos
Stifel, Nicolaus & Company, Incorporated
August 2006 - March 2012 · 5 yrs 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2006 - March 2012 · 5 yrs 7 mos
UBS Financial Services INC.
January 2004 - September 2006 · 2 yrs 8 mos
UBS Financial Services INC.Broker
February 2000 - September 2006 · 6 yrs 7 mos
State Registrations3 states
KYNCTX
Advisor
Exams
No exam information available for this advisor.
Paidemoyo Brian Charasika - Financial Advisor | TrueAdvisor