Charles Wolpoff is a CFP-designated registered investment advisor at The Kelly Group, based in Bel Air, MD, 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 Business Owners, Education Planning, Estate Planning, Federal Employees, and 5 more. Their firm serves 1,113 clients with $1.1B 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 $100K | 1.50% |
| $100K - $200K | 1.40% |
| $200K - $300K | 1.30% |
| $300K - $400K | 1.20% |
| $400K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.50% |
Fees are negotiable. Family accounts are aggregated for fee calculation. Annuities are charged 1.0% for values under $1M and 0.50% for $1M and over.
Fee Estimator
Location
48 East Gordon Street, Bel Air, MD, 21014
Get directionsHistory
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 a sole proprietor of an insurance business since 2001, though he currently devotes no time to it during trading hours. He also works as a teacher at Harford Community College since 2013, dedicating minimal time to this role.
Employment History
Current Registrations
The Kelly Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.
Exams
More Advisors
- Jordan Heaps, CFPThe Kelly Group
- Thomas Cusick, CFPThe Kelly Group
- Chad Arrington, CFPThe Kelly Group
- Jacob Adkins, CFPThe Kelly Group
- Bryan Kelly, CFPThe Kelly Group
- Richard Fletcher, CFPThe Kelly Group