Charles West is a registered investment advisor at Endurance Financial LLC, based in Cary, NC, 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, Retirement Planning. Their firm serves 81 clients with $33M 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 $250K | 2.25% |
| $250K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.80% |
| $3.0M - $7.0M | 1.50% |
| $7.0M - $15.0M | 1.00% |
| $15M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
280 Towerview Court, 1st Floor, Cary, NC, 27513
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 an independent licensed insurance agent. He also provides small business consulting services, analyzing business fundamentals.
Employment History
Current Registrations
Endurance Financial LLC
Previous Registrations
Sowell Management
Ameriprise Financial Services, INC.
State Registrations4 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.