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Charles Weed

Fiduciary Tactical Strategies, INC.
24 Years of Experience
Ballwin, MO
1 Disclosure
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Charles Weed is a registered investment advisor at Fiduciary Tactical Strategies, INC., based in Ballwin, MO, with 24 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 107 clients with $13M in assets under management.

Fiduciary Tactical Strategies, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
107 clients
Average Client Portfolio
$126K average
Assets Under Management
$13.4M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $1.0M1.60%
$1M+1.60%

Fees for accounts of $1,000,000 or above are negotiable. Minimum account value is $25,000, but Individual Retirement Accounts are accepted with a $10,000 minimum.

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

15415 Clayton Rd, Ballwin, MO, 63011

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History

Regulatory History (1)
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.
Employment Separation After Allegations
November 2004
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fiduciary Tactical Strategies, INC.
December 2013 - Present · 12 yrs 10 mos
Previous Registrations
Fiduciary Tactical Strategies, INC.
May 2011 - December 2012 · 1 yr 7 mos
Cutter & Company, INC.
November 2005 - December 2010 · 5 yrs 1 mo
Morgan Keegan & Company, INC.
January 2005 - November 2005 · 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2001 - December 2004 · 3 yrs 8 mos
State Registrations2 states
MOTX
Advisor

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
No exam information available for this advisor.
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