Charles Hastings is a registered investment advisor at Checchi Capital Advisers, LLC, based in Beverly Hills, CA, with 17 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. Their firm serves 189 clients with $2.3B 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 $50.0M | 0.90% |
| $50M+ | 0.70% |
Fees may be negotiable based on portfolio size and pre-existing relationships.
Fee Estimator
Location
9720 Wilshire Blvd, Suite 400, Beverly Hills, CA, 90212
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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 →Other Business Activities
Charles is a board member of Applied Digital, an investment-related company. He spends minimal time on this activity.
Employment History
Current Registrations
Checchi Capital Advisers, LLC
Previous Registrations
B. Riley Wealth Private Shares
B. Riley Wealth Advisors, INC.
National Securities CorporationBroker
B Riley Wealth Management
B. Riley Wealth ManagementBroker
B. Riley Securities, INC.Broker
B. Riley Asset Management
B. Riley Asset Management, LLC
B. Riley & CO., LLC
B. Riley & CO., LLCBroker
B. Riley and CO. INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.