April Charles is a registered investment advisor at Urban Wealth Management or Uwm, based in El Segundo, CA, with 25 years of industry experience. April operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 473 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Urban Wealth Management Group's investment management fee is a percentage of the value of your portfolio. The annual fee is negotiable but generally ranges from 1.25% to 0.15%, with higher investment amounts resulting in lower fees. If you have over $500,000 with Urban Wealth Management Group, financial planning is included at no additional cost. Fees are deducted from your account. You can terminate the investment management services at any time with written notice.
Location
841 Apollo Street, Ste 320, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Urban Wealth Management or Uwm
Previous Registrations
TrutoroBroker
Concert Wealth Management
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
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