Charles Hite is a CFP-designated registered investment advisor at Captrust, based in Charlotte, NC, with 25 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.
Fee Estimator
Location
4201 Congress St. Ste 160, Charlotte, NC, 28209
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
Charles is the Treasurer on the Board of Trustees for Covenant Day School, a private Christian school, dedicating a few hours per week. He also owns Oystercatcher 32, LLC, which holds a rental beach property, but spends minimal time on it.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Captrust Financial Advisors or "captrust"
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations8 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.
Exams
More Advisors
- Sarah Farmer, CFPCaptrust
- Lyric Martin, CFPCaptrust
- Robert PropstCaptrust
- Michael BlairCaptrust
- Robert JonesCaptrust
- William Blair, CFPCaptrust