Charles Gitau
Charles Gitau is a CFP-designated registered investment advisor at Oakfort Wealth Partners, based in Minnetonka, MN, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 27 clients with $2.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Assets on which the Advisor provides ongoing investment recommendations but do not have custody or trading authority (e.g., 401(k), 403(b)), are billed at 0.50% annually.
Fee Estimator
Location
12800 Whitewater Drive, Suite 100, Minnetonka, MN, 55343
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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 ActivitiesSells Insurance
Charles is an insurance agent with Insurance Service of Minnesota since 2015, and a tax consultant (sole proprietor) with CNG Tax Services since 2014. Each activity takes about 10-20% of his time.
Employment History
Current Registrations
Oakfort Wealth Partners
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.