Charles Vickery
Charles Vickery is a ChFC-designated registered investment advisor at Elevate Wealth Advisory, INC., based in Athens, GA, 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 Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 635 clients with $390M 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 | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.20% |
| $5M+ | 1.05% |
All fees are negotiable at the firm's sole discretion.
Fee Estimator
Location
2500 Daniells Bridge Rd, Building 200, Suite 2B, Athens, GA, 30606
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 has been involved in life and health insurance sales since 1969, servicing new and existing clients. This activity requires minimal time.
Employment History
Current Registrations
Elevate Wealth Advisory, INC.
Previous Registrations
Fsc Securities Corporation
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
- Cynthia Rosso, CFPElevate Wealth Advisory, INC.
- Brian Rosso, CFAElevate Wealth Advisory, INC.
- Robert Fezekas, CFAElevate Wealth Advisory, INC.
- Louis Pappas, CFPCannon Financial Strategists, INC.
- Randall Christian, ChFCRchristianfinancial Consultants, LLC "the Clients Fiduciary"
- Benjamin Jacobs-Nichelson, CFPFully Financial