Charles Mcenery is a registered investment advisor at Orion Investment CO, based in St Louis, 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 633 clients with $440M 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 $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees may be negotiable in special circumstances.
Fee Estimator
Location
7800 Forsyth Blvd., Suite 820, St Louis, MO, 63105
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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 works as an investment professional at Orion Investment Company, dedicating nearly full-time hours to providing investment advice. He also serves as trustee of a residential subdivision, Devondale Lane, dedicating minimal time outside of trading hours.
Employment History
Current Registrations
Orion Investment CO
Sauer, Dazey Investment CompanyBroker
Previous Registrations
Scottrade, INC.Broker
State Registrations6 states
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