Charles Rogers
Charles Rogers is a ChFC-designated registered investment advisor at Azimuth Wealth Advisors, based in San Diego, CA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 25 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Azimuth Wealth Advisors charges an annual fee for managing your investments, up to 1.95% of the value of your portfolio. This fee is calculated and charged quarterly, in advance. The fee is negotiable and can be reduced at the firm's discretion, based on the complexity of the services provided.
Location
12636 High Bluff Drive, Suite 400, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2010Other Business Activities
Charles is a member of Glacierfish Ski Resort, LLC, a holding company for real property. He spends minimal time in this role and no time during trading hours.
Employment History
Current Registrations
Azimuth Wealth Advisors
Previous Registrations
Daniel Wealth Advisors
Morgan Stanley
Morgan Stanley & CO. Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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.