Charles Weeks is a CFP-designated registered investment advisor at Barrister, based in Fort Washington, PA, with 19 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, Insurance Planning, and 3 more. Their firm serves 137 clients with $97M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for accounts above $10,000,000. Clients pay retainer-based fees until assets under management exceed $300,000.
Fee Estimator
Location
501 Office Center Drive, Suite 125, Fort Washington, PA, 19034
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 the Founder and President of Barrister Higher Learning, an adult education and CFP exam prep company, and Barrister Insurance Services, LLC. He dedicates a few hours per week to each of these ventures.
Employment History
Current Registrations
Barrister
Previous Registrations
Jsc Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.
Exams
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