Charles Fox is a registered investment advisor at Avenue Retirement Services, based in Frisco, TX, with 13 years of industry experience. Charles 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, Investment Management, and 2 more. Their firm serves 63 clients with $21M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.13% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.75% |
Fees may be discounted, but are not negotiable. Fees are typically aggregated for household accounts.
Fee Estimator
Location
2831 Eldorado Parkway, Suite 103 - 148, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Avenue Retirement Services
State Registrations1 state
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