Charles Butler
Charles Butler is a registered investment advisor at Kingsview Wealth Management, LLC, based in Martinez, GA, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 12,309 clients with $9B 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 | 1.50% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and capped at 2.50% annually. In-house asset management model fees or third-party manager fees may apply in addition to this schedule.
Fee Estimator
Location
4210 Columbia Road, Suite 15A, Martinez, GA, 30907
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2011Customer Dispute
April 2008Other Business Activities
Charles has 50% ownership in a rental property in Augusta, GA since 2017. He devotes minimal time to this investment-related activity.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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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